Eric Steverson

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4635
Fax: (614)457-8525
E-mail: esteverson@columbusoh.nef.com

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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 NC, NY, OH, PA

§         Registered to offer securities products in NY, OH, PA

§         Past Member of Million Dollar Round Table (MDRT)

§         Past Member of National Association of Life Underwriters

§         Past Member of Chautauqua Region Association of Life Underwriters

PERSONAL

§         Education: Jamestown Community College, Sociology

 

ORGANIZATIONS

§         Active Church Member

§         Volunteer for Several Organizations