John D. Poston, CLU®, ChFC®

John D. Poston, CLU®, ChFC® - CLU®, ChFC®

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4670
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 and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Stocks & Bonds
  • 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 FL, GA, IN, KY, OH, TX
  • Licensed to sell Life Insurance in CO, MI
  • Registered to offer securities products in CO, FL, GA, OH
  • Chartered Life Underwriter(CLU)
  • Chartered Financial Consultant(ChFC)

PERSONAL

  • Family: Wife, Lynne, two children, Margaret and John Jr., and two grandchildren

ORGANIZATIONS

  • Member of the ColumbusAssociation of Insurance and Financial Advisors
  • Member and past President of the ColumbusChapter of the Society of Financial Service Providers
  • Past President of the ColumbusChapter of the General Agents and Managers Association