I have not seen TRAFFIC at my seminars like this is many years. CBU, the staff, and the systems have consistently and persistently placed many potential clients before me every month. Any professional in this business only wants ONE thing; many prospects coming in the front door every month.
Richard Pelletier is a lawyer and insurance professional who serves as a Financial Advisor to clients based primarily in and around the area of Springfield, MA. Fueled with an immense energy to serve, Richard’s true professional satisfaction comes from helping working families receive the attention and expertise necessary to plan for a successful financial future. In practice for 30+ years, he comments, “It is a joy to advise my clients, their children, and even their grandchildren”.
Richard first heard of CBU, like many members of the CBU team, when he received a call from our recruiter – Juliet Kelsey Holmes. Richard says, “Solicitations from IMOs by phone, email, or mail occur often, but Juliet was astute enough to have Ray Vallee himself follow up with me. I was impressed that Ray would patiently answer my many skeptical questions.”
In January of 2014, with his interest peaked, Richard made the trek to Augusta, Maine to attend CBU’s renowned event dubbed “The University”. He describes the experience, “I travelled three hours in the dead of winter to a very rural hall location in Maine to actually see a Social Security Rescue seminar. I found over 100 people IN THE ROOM; that is what made me determined to explore the opportunity with CBU”.
Richard’s time in the field has exposed him to numerous FMOs and marketing ‘strategies’. Most of them have cost a considerable amount of money and time and the “support” from the FMO’s staff was illusive at best. He comments, “Ray and his staff have been proactive, diligent, and have demonstrated on many occasions their willingness to assist me. Less TALK and far more ACTION on CBU’s part shows commitment to my success every week. I made the RIGHT decision!”
Richard is a lifelong resident of Hampden County, and a Cathedral High graduate. His unique perspective on insurance came from his parents who owned a real estate and insurance company in Wilbraham, MA. He attributes his “caregiving personality” to his experience as an administrator of a 200 bed nursing home while obtaining his law degree nights at Western New England University’s School of Law. Often described as an infrequent golfer, ravenous reader, and political junky, Richard enjoys every moment he has with his 90 year old parents, two adult children, and seven amazing grandchildren.
- Life and Health Insurance Licensed in Massachusetts and Florida
- Over 30 Years of Experience in Insurance, Estate Planning, Medicare & Medicaid Issues, and Designing Retirement Strategies
- National Academy of Elder Law Attorneys , Membership taken in 1999
- Co-author of two text books: “Tax Strategies for the Highly Compensated” and “Advising Elders in Crisis” published in 2001 by Massachusetts Continuing Legal Education (M.C.L.E.)
- Guest Speaker on the Topics of Elder Law, Long-term Care, and Retirement Issues
- Former Adjunct Faculty Member - UMass Amherst, and Western New England College, also Lectured at Elms College and Holyoke Community College
- Law Degree Western New England University’s School of Law, 1975
- B.S.B.A. Western New England University, 1971