Promises Kept

Edward Deutschlander, CLU®, CLF

Author: Edward Deutschlander, CLU®, CLF

Chief Executive Officer of North Star Resource Group

With Ed’s clear focus on values and ethical practices, North Star has received several prestigious awards, including the Top Workplaces USA (2021), Charitable Champions by InvestmentNews (2015, 2016, and 2019), and the Better Business Bureau’s Torch Awards for Ethics (2011, 2015, and 2019), among others.

Individually, Ed has been recognized for his excellence in leadership in the industry and community, including Minnesota Business Magazine’s Paragon of Leadership award, NAIFA’s Four under 40, and Minneapolis/St. Paul Business Journal’s 40 under 40.

Ed is a contributor in the financial services industry as the immediate past chair of the Finseca Foundation’s executive committee and member of the board of trustees for the American College.

Ed Deutschlander is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Finseca is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
Shaun McDuffee, AEP, CLU, ChFC®, CEPA

Author: Shaun McDuffee, AEP, CLU, ChFC®, CEPA

Senior Vice President of North Star Resource Group

Shaun has consistently been recognized as one of North Star’s top advisors since 1998. In 2001, he helped launch the North Star Medical Division in 2001 and he serves on the board of the Scott Richards North Star Foundation. Aside from his accomplishments within North Star, Shaun has also been named three-time Securian Diamond Advisor of the Year and five-time Securian Gold Advisor of the Year.

In service to his community, Shaun is involved in leading several national nonprofits. In 2006, he and his wife founded the McDuffee foundation to aid in children’s causes in the community. Then in 2013, Shaun founded Stop Alzheimer’s Now (SAN), a nonprofit dedicated to eradicating Alzheimer’s disease.

Shaun McDuffee is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.
Phillip C. Richards, CFP®, CLU®, RHU®

Author: Phillip C. Richards, CFP®, CLU®, RHU®

Executive Chairman and Founder of North Star Resource Group

With nearly 60 years in financial services, Phil is a member of the Finseca Hall of Fame, The American College of Financial Services Hall of Fame, the Insurance Business America Hall of Fame, and the Securian Financial Services Hall of Fame, as well as being the recipient of the 66th annual John Newton Russell Memorial Award by NAIFA. He is the only firm leader in the world to receive the International Management Award from Finseca (formerly GAMA International) every year since its inception.

Phil has been a featured speaker in 17 countries on topics including strategic planning, leadership, and alternate distribution systems. He is an adjunct professor emeritus for the Carlson School of Management at the University of Minnesota and former adjunct professor at Central University of Finance and Economics in Beijing, China.

Currently, Phil serves as the founder and chair of the board for the Scott Richards North Star Foundation. He is also the chair of the Mayo Clinic of Arizona Leadership Council and a member of the Board of the National High School Coaches Association.

Phillip Richards is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc.

Finseca is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.

This book is intended to be used as training and inspiration for financial professionals. One should always discuss your financial situation with your financial representative.