Life Insurance Specialist – Sales

Rickson Dsouza

Email:

aadil.kadri@cfsgroup.com

Phone:

+971 50 552 0838

Life Insurance Specialist – Sales

Rickson Dsouza

Short Bio:

Rickson Dsouza is a top-tier life insurance advisor with over 25 years of experience in legacy and succession planning for high- and ultra-high-net-worth entrepreneurs. His expertise spans estate equalization, liquidity creation, business continuity, and intergenerational wealth transfer. Known for his relationship-first approach, Rickson delivers bespoke strategies while mentoring other advisors and advocating full-potential living. He is a 21-year MDRT member and 17-year Top of the Table qualifier, with a record-breaking 12x production in 2023.

Additional Information:

Rickson’s advisory work often involves navigating complex legal and jurisdictional challenges, including Sharia law in estate planning. His ideal clients are growth-driven family business owners across the Middle East, Africa, and the Indian subcontinent, typically in their mid-40s to late 70s. He and his team regularly close 3x–4x Top of the Table cases, thanks to a finely tuned support system that allows him to take over 180 ‘free’ days off each year.

Outside client work, Rickson mentors’ advisors through specialized coaching programs. He is also a 2x Marathon des Sables finisher and Ironman athlete – living proof of his passion for full-potential living, both personally and professionally.

Education & Certification:

  • Master’s in International Business from Delhi University
  • International Certificate in Wealth & Investment Management (ICWIM) – CISI
  • Financial Adviser’s International Qualification (FAIQ) – The Chartered Insurance Institute
  • Level 3 Certification in Financial Administration (Life)
  • Cleared UAE Financial Rules and Regulations – CISI

Areas of Expertise:

Legacy & Succession Planning, Business Continuity, Key Person Insurance, Intergenerational Wealth Transfer

Achievement:

21-year MDRT member, 17 years Top of the Table, 2x Marathon des Sables finisher, Ironman athlete

Articles & Media:

Gulf Business →

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