RIC is a fully licensed consulting agency and a Registered Investment Adviser in the State of Nebraska, with a highly educated and qualified staff. Our company consists of three main departments, which cooperate in a dynamic environment to provide the best possible services to our clients. These departments include administration, analysis and marketing.
JOSEPH L. KIZER, PRESIDENT & CEO
ROGER PALMER, FSA, MAAA, VICE PRESIDENT OF ANALYSIS & DEVELOPMENT
JEFF JONES, VICE PRESIDENT OF MARKETING
ERIC SCOW, CFA, CHIEF COMPLIANCE OFFICER
Joseph L. Kizer, President & CEO
Joseph Kizer is the founder and the majority shareholder of RIC. Kizer owns JLKizer and Associates, Inc., an insurance marketing and brokerage general agency based in Omaha for 25 years.
Kizer earned an MBA from Creighton University, is a registered investment advisor representative of RIC and holds a Nebraska insurance consultant license. He serves on the Board of Directors for Central States of Omaha Companies, Inc. and Central States Indemnity Company of Omaha, subsidiaries of Berkshire Hathaway, Inc. He is a member of the National Association of Insurance and Financial Advisors.
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Roger Palmer, FSA, MAAA, Vice President of Analysis and Development
Roger Palmer's primary duty is to oversee the analytical operations of RIC. His team develops comprehensive reports regarding policy provisions, projected performance and financial indicators of respective carriers. As a seasoned actuary, he determines the appropriate mortality assumptions for estimating life expectancy and probabilities of survival used in reports. His other responsibilities include maintaining standards for measuring the financial performance of policies, maintaining current tables of carrier ratings by major rating agencies.
Roger is a Fellow of the Society of Actuaries (FSA) and Member of the American Academy of Actuaries (MAAA). He did his undergraduate work at Wartburg College in Waverly, IA and has a Master of Science in Statistics from the University of Iowa.
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Jeff Jones, Vice President of Marketing
Jeff Jones keeps RIC's client list growing through the professional marketing of our products and services.
Prior to joining RIC, Jeff led marketing efforts at Central States Indemnity Company of Omaha, a subsidiary of Berkshire Hathaway, Inc. (CSI). CSI is a leading provider of Payment Protection Programs to some of the most highly respected financial institutions across the country, serving more of the Top 100 card issuers than any other insurer.
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Eric Scow, CFA, Chief Compliance Officer
Eric Scow is responsible for enforcing RIC’s policies and procedures including RIC’s Data Security Policy, Enterprise Risk Management, Incidence Response and Business Continuity/Disaster Recovery Plan. In addition, Eric oversees RIC’s production of InvesTrack and AnnuiTrack reports where a thorough review of the insurance policy or annuity contract is conducted and the asset allocation is evaluated to determine if it is consistent with the desired strategic allocation.
Eric received a B.S. in Economics from the University of Nebraska- Lincoln and a MBA from the University of Nebraska- Omaha. He has worked at RIC since 2006 and for various financial companies since 2001.
Eric has earned the following credentials and licenses:
• Chartered Financial Analyst (CFA)
• MBA, University of Nebraska-Omaha
• BS, Economics, University of Nebraska-Lincoln
• Registered Investment Advisor Representative of RIC (Series 65)
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