Mark Blumenthal

Mark Blumenthal

Financial Representative

921 Chatham Lane
Suite 300

Columbus, OH 43221

Phone: (614)442-4664
Fax: (614)442-4699
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 ANDSERVICES

  • Executive Benefits
  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Group Benefits
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Lump Sum Pension Distribution
  • 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 and Variable Annuities in FL, KY, MI, OH, TX
  • Licensed to sell Life Insurance in PA
  • Licensed to sell Life & Health Insurance in NC
  • Registered to offer securities products in AZ, FL, IL, IN, KY, NJ, NY, OH
  • Member of Million Dollar Round Table (MDRT)
  • Lifetime Member of New EnglandFinancial Leaders Association
  • Agent of the Year 2003, 2005, and 2007

PERSONAL

  • Resides in Worthington, Ohio
  • Hobbies: Tennis, Golf, Snow Skiing, Wine Tasting, Reading
  • Education: The OhioStateUniversity, BA in Economics, Minor in Insurance

ORGANIZATIONS

  • Member of the OhioHealthcare Association
  • Mt.CarmelHospitalHealth Partners Business AllianceMember
  • Volunteer for Diabetes Association, Cancer Society, CAPA, and the RosemontCenterfor Children
  • Member of the Racquet Club of Columbus
  • Member ColumbusAthletic Club
  • Member NAIFA Central Ohio