Richard Linsday - CLU^®, ChFC^®

Financial Services Representative
Functional Manager
CA Insurance License # 0454145

Visit my web site!

3027 Townsgate Road, Suite 210
Westlake Village, CA 91361-5806

Phone: (805)367-2044
Fax: (805)557-4966
E-mail: rlinsday@metlife.com

• Million Dollar Round Table (MDRT) Life & Qualifying Member
• National Association of Insurance and Financial Advisors (NAIFA) Member
• Registered Representative of MetLife Securities, Inc.
• Presidents Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing and retaining clients by helping them meet their financial security needs.

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PROFESSIONAL DESIGNATIONS & EDUCATION

The AmericanCollege: Chartered Financial Consultant (ChFC)

University of California, Los Angeles: Graduate Studies in Business Management

National Association of Estate Planners: Accredited Estate Planner (AEP)

The AmericanCollege: Graduate Certificates in Financial Counseling and Estate Planning

International Assoc. of Registered Financial Consultants: Registered Financial Consultant - (RFC)

The AmericanCollege: Chartered Life Underwriter (CLU)

The NationalDefenseUniversity: Graduate Diploma (MS)

Northern IllinoisUniversity: Bachelor of Science Diploma (BS) in Management

 

PROFESSIONAL BACKGROUND

Planned Estate Services, an office of MetLife. 2001-present

Phoenix Home Life Ins. Co. 1994 - 2001

Manulife Financial, General Manager, 1991-1994

Integrated Financial, Executive Vice President, 1987-1990

Manulife Financial, Associate General Manager, 1983-1986

Manufacturers Brokerage Services, Manager, 1978-1983

Aetna Life, Brokerage Supervisor, 1973-1977

 

AFFILIATIONS

President, The Foundation for Financial Service Professionals

Past President, Society of Financial Service Professionals

Adjunct Professor of Finance, CaliforniaStateUniversity at Northridge

Board of Advisors, CSUNSchool of Business

Board of Directors, LIFE Foundation

Treasurer & CFO, International Forum

Director, Corporate Benefit Marketing

Director, Society of Financial Service Professionals

Past Director, Financial Planners Association, Los Angeles Chapter 1998 – 2002

AALU, Advanced Association of Life Underwriters

CALU, California Association of Life Underwriters:  Region VI Trustee, 1983-1986

FPA, Financial Planning Association:  Los Angeles, Vice President, 1999 - 2000

IARFC, International Association of Registered Financial Consultants

LAEPC, Los Angeles Estate Planning Council:  President, 1983

NAIFA, National Association of Insurance and Financial Advisors

PLI, Practicing Law Institute

SFSP, Society of Financial Service Professionals,  Los Angeles, President, 1987-1988

VCEPC, VenturaCounty Estate Planning Council

WLALUA, West Los Angeles Life Underwriters Association:  President, 1982

 

 

 

 

AWARDS

MDRT, Million Dollar Round Table - 1978-present, Life and Qualifying Member

MDRT, Top of the Table – 1988-present

International Forum, 1986-present

Philip Grosser, Man of the Year Award, WLALUA - 1982

Certificate of Professional Excellence, Los AngelesCountyCLU - 1978-1987

Leading Brokerage Manager, U.S., Manulife Financial, 1980-1981

Will G. Farrell Lifetime Achievement Award, LASFSP, 2004

Who’s Who In Industry And Finance

Who’s Who In The West

 

COMMUNITY SERVICE

Director, American Heart Association, Ventura County

President and CEO, Devil Pups Youth Program For America

Planned Giving Committee, Alliance For the Arts

Past Director, American Heart Association, Los Angeles, 1989-1996

Past Chairman, Senior Leadership Council, American Heart Association, Greater L.A. 1994-1996

Past Chairman of the Board, American Heart Association, Greater Los Angeles 1992-1993

Past Chairman, Planned Giving Committee, American Heart Association, 1989-1991

Past Chairman, Planned Giving Committee, American Heart Association, Greater L.A. 1988-1990

Major, United States Marine Corps (Retired)

 

PUBLICATIONS

“Ways & Means Maximize the Value of Your Retirement Savings”, The Institute, Inc. 1999

“Wealth Enhancement & Preservation”, The Institute, Inc. 1996

Articles written for the Wall Street Journal, Estate Planning, Life Association News, Life Insurance Selling,  Society of  Financial Service Professionals Journal, and the MDRT Top of the Table, Los Angeles Business Journal, and the Conejo Valley Update Business & Lifestyle, and Ventura County Star

 

PERSONAL

Richard lives in Somis, California with his wife, Laura, of 30 years. His son, Brandon, recent graduate of University of Colorado at Boulder, is continuing his studies at the New School of Architecture, San Diego. And daughter, Heather, a wedding planner, is married to Robert Ham, a youth pastor, and living in Glendale.

 

       

Planned Estate Services^® is affiliated with MetLife^® Financial Services. Metropolitan Life Insurance Company, New York, NY 10166. Investment advisory services and mutual funds offered by MetLife Securities, Inc., New York, NY 10166

Insurance offered by Metropolitan Life Insurance Company, New York, NY 10166

CA Lic. No. 0454145