Rick Christy is the executive vice president of individual insurance services at Summit Financial Group. For more than four decades, he has been rigorously dedicated to consulting and advising companies, their executives and employees, as well as individuals about financial security solutions. Since 2007, Rick has been in close collaboration on a number of large-scale case designs with SFG Investment Advisor Representatives, brokers and clients to solve complex planning issues.
A Chartered Life Underwriter (CLU®) since 1979, his convictions are deeply rooted in educating and problem-solving. Throughout his career, he has developed extensive knowledge and expertise over perhaps the industry’s most complex issues. Business continuation, business succession, estate planning, non-qualified executive benefits and executive bonus packages often pose special obstacles because of intricate tax laws and regulations. In nearly every case, analysis begins with a thorough life insurance review, followed by periodic examinations.
His relentless mastery of these challenges is just one reason he achieved the stature of Life Member in the prestigious Million Dollar Round Table. His industry leadership includes that of a past board member of the National Association of Insurance and Financial Advisors (NAIFA, formerly Dallas Association of Life Underwriters), as well as the Dallas Estate Planning Council.
He is the past president of Way Back House Incorporated in Dallas, whose mission is to reduce recidivism and assist ex-offenders in their re-entry into the community. Today, he remains a member of the organization’s Board of Directors.
In 1969, Rick obtained a Bachelor Degree in Business Management from the University of Arkansas. He volunteers on the Board of the Dallas Chapter of the University of Arkansas Alumni Association.
Rick and his wife Nancy of 43 years have three grown and married children and two grandchildren. He is a Deacon at Park Cities Presbyterian Church in Dallas, enjoys hunting, fishing and other outdoor endeavors.