Rick Helms
Wholesaler at Crump Life Insurance Services
Based in Charleston, United States
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Seniority
Staff
Department
Purchasing
Location
Charleston
Industry
Insurance
Company size
858
Contact information
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r•••••••@marketing.crump.com
Phone
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Background
About Rick Helms
Rick is a Wholesaler with Crump Life Insurance Services. He is a financial services professional with over 25 years of industry experience of providing creative solutions for advisors and their client's needs. Rick assists advisors by providing expertise, knowledge, and resources to help structure, design, and implement financial strategies intended to mitigate client portfolio risk. Each day Rick works with advisors to educate them on the everchanging landscape of insurance planning, connecting them with tools and resources necessary to ensure the growth and success of their practice. Rick has a vast knowledge of Businesses-planning, Executive Benefits and Wealth Transfer Planning utilizing the benefits of Annuities, Disability Insurance, Life Insurance, and Long-Term Care Planning. Rick is a member of the American College Society of Financial Professionals, and has his LUTCF designation.
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