Wayne Niles

Wayne Niles

Financial Representative
CA Insurance # 0G47729

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4671
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 NJ, NY and OH

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

 

PERSONAL

§  8 Year Resident of Westerville, Ohio

§  Hobbies: Golf, Skiing, Bowling

§  Graduated from Syracuse University School of Management, Bachelor of Science

•     OYAA Soccer Coach

•     OYAA Basketball Coach

 

ORGANIZATIONS

§  Member of Central College Presbyterian Church, Westerville, Ohio