Life Insurance Broker, Consultant & Expert Witness
Telephone: 973-470-5151
Email: richard@rlharrisllc.com
Richard L. Harris is the managing member of Richard L. Harris LLC, a life insurance sales and consulting firm devoted to helping the very wealthy and their professional advisors deal with issues regarding life insurance. He works as a back office life insurance expert for many accountants, attorneys, and trust officers.
With 40
years experience, Richard is a nationally recognized expert in the very
advanced areas of life insurance. He brings together expertise and cutting edge
ideas in designing and implementing solutions incorporating life insurance that
integrate and address the issues at hand. Apart from acting as a life insurance
strategist and purchasing agent for life insurance for the very wealthy, he is
often consulted about fixing or improving advanced strategies using life
insurance that have become problematic because of legislation, poor
performance, or change in circumstances. Richard consults on proposed advanced
strategies using life insurance providing second opinions on the viability of
the transactions. He also provides litigation support both forensically and
strategically and serves as an expert witness regarding sophisticated life
insurance transactions.
Richard is a graduate of Long Island University
where he majored in Accounting and Literature. He holds the professional
designations of Chartered Life Underwriter, Registered Trust and Estate
Practitioner, and Accredited Estate Planner. He is Chair of the Insurance
Committee of Trusts & Estates Magazine, on the Editorial Advisory Board of
Wealth Strategies Journal, a Contributing Editor to Private Wealth Magazine and
is listed in Who's Who in Finance and Industry. He also serves on the Board of
the Northern New Jersey Society of Financial Services Professionals and the
Advisory Board of HighCap Financial.
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