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Wrong Rick Maholchic?

Rick Maholchic

Regional Manager

The Hartford Financial Services Group , Inc.

HQ Phone:  (860) 547-5000

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

The Hartford Financial Services Group , Inc.

One Hartford Plaza

Hartford, Connecticut,06155

United States

Company Description

The Hartford Financial Services Group, Inc. is one of the nation's largest insurance and financial services companies, with 2002 revenues of $16.4 billion. The company is a leading provider of investment products, life insurance and group benefits; automobile ...more

Background Information

Employment History

Executive Vice President

Pacific Southwest Financial


Regional Manager

Hartford Computer Group Inc


Director

National Accounts Marketing


Executive Vice President and Partner

PSF


Captain In Field Artillery

U.S. Army


Affiliations

Circle

Life Member


Hartford Honors Club

Life Member


Education

Criminal Justice degree

San Diego State University


Web References(10 Total References)


Help Clients Supplement T heir Retirement Income With Variable

www.calbrokermag.com [cached]

By Rick MaholchicRick Maholchic, CLU, manages the Southern California Sales Office for Hartford Life Insurance Co., a subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG).Maholchic assists brokers, financial planners and banks meet the life insurance planning needs of their high-net-worth clients.He can be reached at rick.maholchic@hartfordlife.com.


The Hartford revamps bank life processes to better reach affluents

www.todayroughnotes.com [cached]

"When clients decide that they need life insurance, their financial professionals no longer have to complete a lengthy application," said Rick Maholchic, director of marketing, national accounts, for Hartford Life's individual life division."Financial professionals simply complete a request for application, which can be sent through the mail or by computer on the Internet.Clients are now being asked if they want paper or plastic to start the underwriting of their policies." With the new process, called "Intent to Buy," the request for application is simultaneously sent to Hartford Life and the bank or broker-dealer firm represented by the financial professional, Maholchic said.The notification process enables both companies to better track the life insurance policy from application to issue, he said. Once the life insurer receives the request for application, a tele- interviewer contacts the applicant to gather all underwriting information and complete a full application.The financial professional no longer has to ask his or her client uncomfortable medical questions and can turn the entire underwriting process over to the life insurer. Maholchic said the Intent to Buy system was successfully piloted by a national brokerage firm in the first quarter.The new system enabled Hartford Life to triple the number of life insurance policies sold and paid for by clients of the firm in the first quarter of 2002 as compared to the same period in 2001, according to Maholchic. In addition, "Simplified Issue" is being introduced on Stag Accumulator Variable Universal Life insurance policies to eliminate the need for many clients to take medical examinations.Stag Accumulator is ideal for clients who need both life insurance protection as well as cash value accumulation for financial needs such as supplemental retirement income. Maholchic said 85 percent of applicants qualify for the Simplified Issue program.He said policies underwritten without a medical exam are typically issued within eight working days, speeding the delivery of the policy by the broker to the client.Simplified Issue is available to clients ages 30 to 50, with certain premium restrictions. The Intent to Buy and Simplified Issue programs are part of an ongoing effort to sell more life insurance to consumers in the "emerging affluent" market.The emerging affluent is typically defined as households with annual incomes of $100,000 or more and younger children.


James B. Oswald Company: TUESDAY, 7/23/02 INSURANCE LETTER FROM INSURANCE-PORTAL.COM

www.jamesoswald.com [cached]

"When clients decide that they need life insurance, their financial professionals no longer have to complete a lengthy application," said Rick Maholchic, director of marketing, national accounts, for Hartford Life's individual life division."Financial professionals simply complete a request for application, which can be sent through the mail or by computer on the Internet.Clients are now being asked if they want paper or plastic to start the underwriting of their policies."With the new process, called "Intent to Buy," the request for application is simultaneously sent to Hartford Life and the bank or broker-dealer firm represented by the financial professional, Maholchic said.The notification process enables both companies to better track the life insurance policy from application to issue, he said.Once the life insurer receives the request for application, a tele-interviewer contacts the applicant to gather all underwriting information and complete a full application.The financial professional no longer has to ask his or her client uncomfortable medical questions and can turn the entire underwriting process over to the life insurer.Maholchic said the Intent to Buy system was successfully piloted by a national brokerage firm in the first quarter.The new system enabled Hartford Life to triple the number of life insurance policies sold and paid for by clients of the firm in the first quarter of 2002 as compared to the same period in 2001, according to Maholchic.In addition, "Simplified Issue" is being introduced on Stag Accumulator Variable Universal Life insurance policies to eliminate the need for many clients to take medical examinations.Stag Accumulator is ideal for clients who need both life insurance protection as well as cash value accumulation for financial needs such as supplemental retirement income.Maholchic said 85 percent of applicants qualify for the Simplified Issue program.He said policies underwritten without a medical exam are typically issued within eight working days, speeding the delivery of the policy by the broker to the client.


LTC Global Acquires Pacific Southwest Financial; Maholchic to Lead PSF | Business Wire

www.businesswire.com [cached]

LTC Global Acquires Pacific Southwest Financial; Maholchic to Lead PSF
Rick Maholchic, President - Pacific Southwest Financial (Photo: Business Wire) Rick Maholchic, President - Pacific Southwest Financial (Photo: Business Wire) Rick Maholchic, President - Pacific Southwest Financial (Photo: Business Wire) Rick Maholchic, President - Pacific Southwest Financial (Photo: Business Wire) Richard Maholchic will take over as president of PSF and manage PSF's operations. Mr. Maholchic has over 25 years of experience in the insurance industry, including 18 years with the Hartford in various sales executive roles. Prior to joining PSF in 2013 as Executive Vice President and Partner, Mr. Maholchic served as Vice President and Director of Sales of Capitas. Prior to joining the financial services industry, Mr. Maholchic served in the US Army attaining the rank of Captain in the Field Artillery before his honorable discharge in 1989. "Rick is a respected leader in the industry.


Pacific Southwest Financial®

www.capitasfinancial.com [cached]

Rick Maholchic, CLU®, ChFC®
Executive Vice President Rick has worked in the insurance industry for over 20 years. Rick has spent the majority of his career working with banks, wirehouses and independent financial advisors in a consultative sales environment. Before entering the insurance and financial services industry, Rick was an officer in the US Army Field Artillery, attaining the rank of Captain before his honorable discharge in 1989. While in the military, Rick graduated from both the Airborne and Ranger schools. In 1992, Rick joined the Hartford, where he achieved the highest production awards for manager and field consultant. From 2003 - 2010 Rick was Hartford Regional Vice President for California and Hawaii, before becoming a Partner with Pacific Southwest Financial and joining the Capitas Financial team. Rick has had multiple articles published in The National Underwriter and California Broker. He holds a Criminal Justice degree from San Diego State University and is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Rick currently resides in Oak Park, CA with his wife and two daughters.


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