Richard Shane

Owner at Richard Shane, CLU and Associates Inc.

📍 New York, New York, United States

Richard Shane is the Owner of Richard Shane, CLU and Associates Inc., specializing in premium financing, defined benefit plans, and key executive benefits. As a Chartered Life Underwriter (CLU), he possesses deep expertise in using insurance and financial products for wealth preservation and strategic planning for business owners.

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Experience

43 Years

Current Role

Owner

Location

New York, 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.

Priorities

Topics Richard cares about

Wealth Preservation

His posts highlight using life insurance as a tax strategy to grow wealth, access tax-free income, and efficiently transfer assets.

Retirement Security

He advocates for using annuities to provide business owners and retirees with guaranteed income and protection from market volatility.

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Career

Work history

8-1983

Owner

Richard Shane, CLU and Associates Inc.

In the press

Media appearances

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Education

Richard has no verified education history

Social presence

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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VEGAMOUR

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Spend time addressing concerns around risk and change, they will have them even if they don't express them

DON'T

Don't use phrases like 'do not worry', 'i promise' etc.

Expect them to be vague in response to your questions, ask firmly and pointedly

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: A polite and formal approach, that doesn’t sound over-friendly or too aggressive makes it hard for them to say no to you.

Pace: Slow down a little bit, especially if you are fast usually. Sound like a 'calming break from the day' person.

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When writing an email

Subject: Precise

Length of mail: Medium

Salutation: Yes (Something formal). Greeting: Yes (Say something formal/usual). Tone of words: Objective, informational. Bullet points: Recommended. Closing line: Logically summarize/ask. Complimentary close: Formal. Overall messaging: Focused on removing doubts

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Negotiating and closing

The secret to closing Richard fast: Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.

How fast will Richard move? They are some of the slowest movers and take their time reaching decisions.

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