Richard S. Adams, CLU ® in

Richard S. Adams, CLU ®

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Licensed Agent at New York Life Insurance Company
📍 Gansevoort, New York, United States

Richard has been a dedicated Agent with New York Life since 1986, specializing in providing comprehensive financial and insurance services. A graduate of SUNY Cortland with a CLU designation, he was recently recognized by Forbes as a Best-in-State Financial Security Professional, highlighting his commitment to his clients.

He resides in Saratoga County and is deeply devoted to his family, which he considers the wonderful legacy of his late wife of 45 years, Annemarie. A FINRA report indicates he also began working at Saratoga National Golf Club in April 2023, suggesting a passion for golf.

Richard is a lifetime and 20-year qualifying member of the prestigious Million Dollar Round Table (MDRT).

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Experience
40 Years
Current Role
Licensed Agent
Location
Gansevoort, New York, United States
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Retirement Planning
Frequently advises clients on simplifying and consolidating their 401(k) savings after changing jobs, being downsized, or retiring.
Life Insurance
Emphasizes the benefits of whole life insurance, including lifetime protection, cash value growth, and policy dividends for ensuring financial security.
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Career

Work history

1986
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

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Education
CLU
The American College of Financial Services
BS
State University of New York Cortland
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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