Our mission is to help our clients get the maximum value for their unwanted life insurance policy once we’ve educated them on ways to keep the coverage.
Robert W. Larsen
Owner and Chief Executive Officer
Bob joined New York Life in 1965 and in 1967 was promoted to its sales management team. In 1969, Bob was honored nationally for building the number one leading sales team in new agent production.
Bob was promoted to the position of General Manager of New York Life’s Orange County office in 1970 and in 1975 was again honored for leading all New York Life offices in production and profitability nationwide; Bob received the Chairman’s Trophy for his accomplishment.
Bob’s success has been and continues to be largely due to his ability to acquire talent on his team, and to his close ties to the professional community.
In 1980, Bob formed Rushmore Financial and Insurance Marketing, Inc., doing business as “Rushmore Private Client Group”. Since then, Bob’s team at Rushmore Private Client Group has specialized in corporate and estate succession planning, working with high-profile individuals and businesses across the United States.
In 2008 Bob formed Settlement Masters to assist estate planning attorneys liquidate unused, underperforming, and unwanted life insurance contracts.
Bob is a member of the prestigious Society for Trust and Estate Practitioners, a London, England-based association of professionals working with family inheritance and succession planning. Bob is an accomplished speaker, a frequent radio host, and has been published in the Journal of Taxation.
Telephone: (877) 927-7243
Facsimile: (949) 253-0488