Richard Starr, Senior Advanced Planning Consultant, J.D., LL.M, CLU

Richard is an Senior Advanced Planning Consultant with deep expertise supporting financial professionals and institutions. He specializes in estate and tax planning, retirement strategies, charitable giving, business and trust planning, and wealth transfer solutions, including annuities and life insurance. Prior to joining Axonic Insurance, Richard led the East Coast Advanced Sales Attorney team for MetLife Investors, where he advised and trained wholesalers and advisors on integrating income and protection strategies into holistic financial plans. He has held advanced planning roles with leading insurers including MetLife, Cigna, Phoenix Mutual, ING, Security Life, and Connecticut Mutual.

Advanced Planning Strategy: Partial Roth Conversion - A Whole Financial Strategy

Advanced Planning Strategy: Partial Roth Conversion - A Whole Financial Strategy

June 1, 2026 6 min read
Enhanced Senior Deduction: Making the “One Big Beautiful Bill Act” Work For Your Clients
AXI Blog Post Graphics (3)

Enhanced Senior Deduction: Making the “One Big Beautiful Bill Act” Work For Your Clients

May 4, 2026 5 min read

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