Rebecca Rice has been a financial services professional for over 24 years. Her breadth of experience helps her clients navigate all aspects of gaining financial freedom and wealth management.
As a Qualified Agent, Rebecca has over 35 policies of her own. She can show you how to use “Living Benefits” to build a business, pay off debt, build financial freedom, gain retirement income, and produce generational wealth—because she’s done it all.
She takes the complex and makes it simple and easy to understand. She starts exactly where you are and creates a unique strategy to bring you financial independence.
Licensed in all 50 states!
Annie Burton loves life. Not because it is easy, but because she has fallen down and picked herself up more times than she cares to remember. But through falling, success is born. She has practiced law for 20 years, working with small businesses and individuals in the areas of estate planning and employment issues. She has been named one of the 25 Women to Watch by Soiree Magazine and 40 Under 40 by Arkansas Business. Annie’s compassion for others, her unique listening skills and her caring approach make her a true force to be reckoned with in the financial arena.
Licensed in: Arkansas
Leo joined the financial advising industry in 2013, after having enjoyed more than 10 years of sales related positions. He knew it was time for a change and wanted to make a difference in the lives of people around him. Leo helps his clients better understand their financial positions and how they can prepare for their future. He works with any client or business, from learning how to budget to investing in insurance policies that will sustain their future. He is ready to help you when you are ready to take that next step in securing a more comfortable future.
Licensed in: Arkansas
Licensed in: Arkansas,
Lincensed in: Arkansas
Karen has two Masters Degrees, one in Business (MBA) and one in Accounting and Financial Management (MAFM), along with a certification as a Family Business Specialist (CFBS). She has 19 years of experience as a senior tax accountant, and in 2016 has been ranked in the top 5% of first year producers for a major Insurance Company. Her goal is to help businesses and families build their best possible financial futures through the innovative strategies she presents.
Licensed in: Arkansas
Focus: Insurance Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Business Succession Planning
Preparing for that next step in life isn’t always easy. Ted's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, Ted promises you a new level of attention, insight and capability. Contact him to discuss your financial future.
Licensed in: Arkansas, California, Mississippi, Missouri
Daniel is originally from Ohio but after moving around and graduating from Montana Western with a degree in Small Business Management, he now lives in sunny Arizona. He spent a few years in the brokerage business before meeting Becky Rice. He is very excited to be a part of her team and to share the Living Benefits of Whole Life with everyone.
Licensed in: Arizona
The author of numerous books, including two #1 best-sellers, John C. Robinson has spent a lifetime focused on helping others. He brings that same enthusiasm and experience to bear on his work to help individuals and families maximize the living benefits of whole life insurance. John's favorite hobbies include bird-watching, watching a good movie, reading, writing, and travel. His favorite charity work is to help introduce nature to inner city and minority youth and young adults.
Licensed in: California
Jim Beam has a passion to genuinely add value to the lives of others through his unique financial services practice. Jim is a graduate of the University of Cincinnati with two degrees in business management and spent the first 25 years of his career managing over $500,000,000 in real estate and major construction projects. He has a particular interest in working with real estate investors, non-profit organizations, and small business owners to implement strategies that perpetuate a financial tailwind.
Jim, and his wife, Shannon, are blessed with four wonderful children and have enjoyed over 25 years in various aspects of business management and ministry outreach. They value relationships above all else and would love to meet you! Jim is licensed in over 30 states.
Licensed in: Florida
Prior to joining Rebecca’s team Jerry worked in the pharmaceutical industry for over 25 years, during which he earned numerous awards and accolades, as well as a national reputation for superior sales leadership. He built, trained, and led national, regional, and district pharmaceutical sales teams comprising of up to 250 individuals while holding various leadership and management positions for, or on behalf of, several major pharmaceutical companies: Quintiles, Eli Lilly, Allergan, King Pharmaceuticals, Roche Laboratories, and Glaxo Smith Kline.
Jerry’s extensive background in pharmaceutical sales leadership was preceded by his work as a Registered Pharmacist in Missouri and Arizona, where he assumed management and business ownership responsibilities. Jerry still maintains active Pharmacy licenses in Missouri and Arizona.
Licensed in: Missouri
James “JD” Lutz is a CPA with over 25 years experience providing professional services to individuals and businesses. Most of his 25 years were spent with Arthur Andersen and Deloitte & Touche, two global professional services firms. JD holds an undergraduate degree in accounting from Iowa State University, a Masters of Business Administration degree from University of Missouri-Columbia and a Masters of Tax degree from DePaul University in Chicago. After leaving Deloitte in 2013 JD acquired a tax services firm in Chapel Hill and still actively manages its operations. In 2016 he founded the insurance consulting firm Symmetry for the purpose of elevating the level and variety of services offered. His objective as an insurance and tax professional is to effectively manage his clients current and lifelong tax burden by applying his strong tax perspective to the design of insurance contracts. JD lives in Chapel Hill North Carolina with his wife and four children.
Licensed in: North Carolina
Scott is the founder of Guldin Group Inc and has been partnered with Rebecca Rice & Associates since 2009. He is a graduate of the University of Minnesota (business) and earned his M.B.A. from Robert Morris University.
Scott specializes in working with individuals, families and businesses using a Living Benefits strategy to simultaneously build wealth, eliminate debt, and augment retirement while protecting your loved ones and yourself. This strategy is not what you’ve been taught in school but has been around for over 200 years. Contact Scott to learn more about this time tested strategy so you can achieve your financial goals.
Scott and Colleen, his wife of over 20 years, live outside of Pittsburgh, PA and are the proud parents of 3 daughters.
Licensed in: Pennsylvania
*** Toll Free Phone#: 866-247-4861
Paul Carag utilizes his 27 years in the financial industry and his E.P.I.C. System to educate, design a plan focused on your income to provide better control of your cash flow. He shows you how you can easily protect your principal, earn a reasonable rate of return over time and most importantly, simplify the essential truths of money to help create, grow and protect your wealth.
He believes there are two proven paths to building wealth. You can increase the amount of money you make or you can increase the amount of money you keep. Paul will help you do both by redirecting a portion of your low to moderate assets as well as your annual savings normally lost to debt, interest and taxes back into your pocket by the use of insurance products and strategies.
His mission is to truly help you become financially independent – whatever your circumstances and needs are; help you dream bigger dreams, dreams that are death-defying and life-giving. Paul thinks he has the answer to help you live a life free of worry, full of faith so you can do more to ultimately have more time for more life.
Licensed in: Washington