7611 State Line Rd., Suite 220, Kansas City, MO 64114, US

(816) 365-3647

Insurance & Benefits Consulting

Rick Welsh

My Background

Education:


BSBA- Marketing- University of Missouri Columbia 1987


CEBS- Certified Employee Benefits Specialist- Wharton School University of Pennsylvania & ISEBS 2000


CFP- Certified Financial Planner- 2003


Formerly Securities Licensed with Series 7, Series 6 and 63 Securities Licenses


Career Experence:


2006 - Present - Founded Welsh & Associates as an independent Employee Benefit practice dedicated to large employers and businesses with unique employee population needs. Particular expertise with large group self insurance, captives, and reference based pricing.  Specific industry concentrations include contractors, trucking, nursing home and 1099 contract employee populations.


1994 - 2006 - Sales and Management- Group Health Insurance. Entered the Group Health industry as an insurance company rep with Home Life Insurance selling through local brokers throughout the midwest large group self insured programs. Later moved to the brokerage side in Kansas City with Metzler Bros Insurance Agency and Country Club Financial Services.


1987 - 1994 - Commercial financial sales and management roles with Transamerica Commercial Finance and Commerce Bank. Primary responsibilities included identification and management of client relationships in the larger $1 Million + accounts.

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