SEMINARS

  • 11/04/09 - The Landmark: 4pm
  • 11/05/09 - Anzio Landing: 4pm
  • 11/10/09 - Flemings: 10am
  • 11/11/09 - Anzio Landing: 3:30pm
  • 11/12/09 - The Landmark: 3:30pm
  • 01/13/10 - Flemings: 10am
  • 01/14/10 - The Landmark: 3:30pm
  • 01/21/10 - Anzio Landing: 3:30pm
  • Read more

Welcome

In serving the senior market if a client's utmost concern with their nest egg is SAFETY Rick will protect part of their assets with fixed / fixed index annuities.  Be assured not all annuities are alike so it's important that the advisor picks the right program that fits the client's needs.

Eventually Rick realized that to best serve the customer market, he needed to become an independent agent, so he could choose the best products from the best companies to meet his clients needs.

So Rick chose to leave Mutual of Omaha and become an independent agent. Rick set very high standards for the choosing of companies he works with. For Rick to work with a company, it has to be rated “A” or better and it had to have been in business for a substantial period of time and maintained it’s rating of “A” or better.

The companies I work with, said Rick Redaelli all have to have survived the stock market crash of 1929, Black Monday in 1987, the “dot.com” bust and 9/11 and still maintained their rating of “A” or better. But, on occasion, I have also worked with companies of comparable quality that have been in business for at least 60 years, and still maintained their rating.

Rick does not believe in working with “non-A” rated companies because he wants the assets of his senior clients to be out of harm’s way, safe, and secure.

Rick said he truly feels good about being able to make a difference in people’s lives. By always doing the right thing for his clients, and being honest with them, Rick frequently receives a substantial number of referrals from other satisfied clients.

To further differentiate himself from other advisors in the senior market, Redaelli passed his Series 65 securities exam which helped him become an Investment Advisor Representative.  Clients will have the satisfaction and peace of mind knowing that Rick has a FIDUCIARY RESPONSIBILITY with any recommendation that he makes.  This license enables Rick to offer the entire universe of solutions (securities / non securities) to a prospective client based on their age, time horizon, liquidity and risk tolerance.