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Richard March Hoe Edit Profile

writer , Insurance and securities consultant

Richard March Hoe, American securities consultant, writer. Chartered Life Underwriter.

Background

Hoe, Richard March was born on June 16, 1939 in Plainfield, New Jersey, United States. Son of Arthur James Hoe and Marjorie (Vandergrift) Beeson.

Education

Student, Pace University, 1967. Student, University Tennessee, 1976.

Career

Assistant to controller, fleet manager, assistant purchasing agent Hoe & Company Inc., Bronx, New York, 1964—1966. President OJS Manufacturing Company, Brooklyn, 1966-1968, Fresh Impressions Incorporated, New York York City, 1968. Agent Fidelity Mutual Life, 1968—1972.

Assistant manager Finance Life, 1972—1973. Brokerage manager American Life New York, 1973—1975. Executive Provident Life & Accident Insurance Company, Chattanooga, 1975—1978.

Manager Jefferson Standard, Tulsa, Oklahoma, 1978—1981. President Hoe & Company Inc., 1981—1993. Finance planner, designer, consultant, 1978—1999.

Specialist American Citizens Finance Services, 1989—1999. Executive vice president Summit Finance Group, 2000—2005. Finance planner Richard Hoe Investments, LLC, since 2005.

Lecturer project business Tulsa Public Schools, 1983, 85, consultant, 1984-1986. Faculty member, California Institute of Finance, California Lutheran University Graduate School, Thousand Oaks, California, 2007^. Lecturer in field; founder employee and executive benefit plans, residual split-dollar, money purchase flexible spending plans, private sector social security alternative portable plans, satellite split-dollar, satellite supplemental pensions, lifetime income nontaxable retirement plans, balanced funding plans.

Achievements

  • Chartered Life Underwriter.

Works

  • book

  • Other Work

    • Author: Love in Pasadena, 1996. Columnist (monthly) Broker World, 1985-1986, 87-88, Probe, Life Association News, Life Insurance Selling, since 2000. Contributor articles to professional journals, novelist.

Membership

Chairman fund raising Grimes Elementary School, Tulsa Public Schools, 1984-1987. Mem.gifted and talented committee Tulsa Public Schools, 1982. Board directors National Amyotrophic Lateral Sclerosis Foundation, New York City, 1971-1982.

Fellow Life Underwriter Training Council (moderator 1979-1986). Member Reach Across Divisions, American Society CLUs (student development chairman 1990, member chairman 1991, advertising public relations 1992-1993), Tulsa Estate Planning Forum, National Oklahoma Multiple Sclerosis Society (chairman 150 tour committee 1992), Rotary Club of Will Rogers.

Interests

  • Other Interests

    Avocations: novel writing, jazz, chess, bicycling.

Connections

Married Lynne Hovell, September 26, 1964. Children: Joshua Blake, Susan Brooke, Seth Jamieson.

father:
Arthur James Hoe Beeson

mother:
Marjorie (Vandergrift) Beeson

spouse:
Lynne Hovell

child:
Seth Jamieson Hoe

child:
Susan Brooke Hoe

child:
Joshua Blake Hoe