Rick Paulsen

Rick began his career in April 1983 with the New York Life Insurance Company and is a “Top of the Table” agent (top 1% of the life insurance agents in the country)*. He is a Member Agent of The Nautilus Group® who works with affluent individuals, families, professional athletes, and business owners on business, estate and charitable planning objectives**. He provides his clients with state-of-the-art planning strategies and customized case analyses designed to enable clients to meet their goals, challenges, opportunities, and of course, dreams. After achieving a thorough understanding of a client’s particular issues, Rick utilizes his resources at The Nautilus Group® and his many other national resources to begin to:

  • Examine legal documents.
  • Present and project client’s current situation.
  • Quantify planning alternatives.
  • Provide clarity to financial situations.
  • Suggest alternative strategies that may get the client closer to their goals.
  • Research and assess current legal issues.
  • Provide product suggestions as needed.
  • Review business succession, exit planning, and executive benefits.

The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

Rick, a graduate of the University of Pacific where he was Alumni of the Year in 2007, and is an industry leader and national speaker who has been recognized and received many awards for his leadership in philanthropic endeavors, coaching of youth sports, and fund development. He is Past President of Agents Advisory Council and currently serves on the Advisory Board of Directors for New York Life. Rick is also on the Board of Directors for University of Pacific School of Business, Pacific Athletic Foundation, and Dameron Community Hospital.

Rick is married to Nancy and they have two sons, Max and Grant.

*MDRT is widely recognized as the standard of excellence in life insurance sales perforamance
**The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its Member Agents, nor its affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professionals.

Joanie Bello

Joanie joined Rick in 1988 and assistants him with all of the functions associated with the underwriting process of new applications and ongoing customer service. Joanie’s many years of experience in the life insurance industry and her knowledge of the medical requirements, scheduling of exams, and constant follow up with status reports of all policies makes her the perfect liaison to assist Rick with the processing of new business in a quick and efficient manner.

Shari Castles-Lange

Shari joined Rick in May of 1993 and works closely with Rick as his Chief of Staff, assisting him with his “Victory Every Day” seminar coordination and travel, marketing, community involvement and fundraising, client meeting preparation, office technology, and the office administration. Shari worked in the New York Life General Office for Rick’s dad (Max Paulsen) for six years while in high school and college, and worked for 13 years at local CPA firm before returning to the “Team Paulsen Family”. She was born and raised in Stockton, where her parents, two adult children and three grandchildren all continue to live in the community they love!

Susie Ellis

Susie joined Rick in 1987 and worked as his administrative assistant. In 1998 she opened her own bookkeeping business and Rick was her first client! Susie is still an integral part of Team Paulsen and continues to do all the bookkeeping for the office. Susie and her husband Mark live in Stockton and they have a daughter in college, Madison.