Richard_Weber

Richard M. Weber CPA

President, The Ethical Edge, Inc.

Richard M. Weber, MBA, CLU, AEP (Distinguished) Dick Weber is a fee-only insurance expert, working as an Insurance Fiduciary on behalf of his clients. A 50-year veteran of the life insurance industry, he has been a successful agent, an insurance company executive, software developer, and more recently a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 350 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance and annuities, his research paper, Life Insurance as an Asset Class - co-authored with Christopher Hause - received the 2008 Academy of Financial Services "Best Paper” award. This research has helped many non-insurance advisors objectively advise their clients on the types of life insurance that would be in their best interest. Dick was the 2012-2013 national President of the Society of Financial Service Professionals (FSP) and was FSP’s Kenneth Black, Jr. Leadership Award recipient in 2008 in recognition of his “... exemplary leadership qualities and significant contributions to the fulfillment of the Society’s core values of ethic, education, and relationships.” In 2009, Dick was elected to the National Association of Estate Planning Council's Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award and designation for “... significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning.” Dick was recently appointed to “Senior Adjunct” status as a Professor of Risk and Insurance in Cal Lutheran University’s MBA program in financial planning. For the last 8 years he has helped CFP candidates have a better appreciation for all forms of insurance - for the benefit of their future clients.

Appearances