Jake Jackson

Jake Jackson

Financial Representative

921 Chatham Lane
Suite 300

Columbus, OH 43221

Phone: (614)442-4507
Fax: (614)457-8525
E-mail:


 

 

 

 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

 

 

PRODUCTS AND SERVICES

§ Fixed Annuities

§ Variable Annuities

§ Charitable Giving Strategies

§ Disability Income Insurance

§ Estate Conservation Strategies

§ Education Funding Strategies

§ IRA Consolidation/Rollovers

§ Long-Term Care Insurance

§ Mortgage Protection (through life insurance and disability income insurance)

§ Medicare Supplement Coverage

§ Pension Payout Alternatives

§ Pension Transfer/Rollovers

§ Mutual Funds

§ Tax Sheltered Annuities, 403(b) Plans

§ Term Insurance

§ Universal Life Insurance

§ Variable Universal Life Insurance

§ Whole Life Insurance

 

QUALIFICATIONS

§         Licensed to sell Life & Health Insurance in OH, TX and VA

§         Registered to offer securities products in CA, MD, NY, OH and VA

 

PERSONAL

§         Hobbies: Golf, Snow Skiing, Fishing and Ohio State Athletics

§         Graduated from The Ohio State University with a degree in Marketing in 1999

 

ORGANIZATIONS

§         Member of NAIFA, CAIFA

§         Member of the Agonis Club

§         Chairman of Columbus Chapter of “Play it Smart”

§         Board Member of The National Football Foundation, Columbus Chapter

§         Former Board Member of Westminster Thurber Retirement Community 2002-2005

§         Former Fiscal Chair Westminster Thurber 2004-2005

§         Upper Arlington Leadership Program, 2002