Mark Blumenthal
Financial Representative
921 Chatham Lane
Suite 300
Columbus, OH 43221
Phone: (614)442-4664
Fax: (614)442-4699
E-mail: mblumenthal@columbusoh.nef.com
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