Peter Palmer

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 Ohio and Pennsylvania

§         Licensed to sell securities products in Ohio

PERSONAL

§         Graduate of The Ohio State University, BS in Real Estate and Urban Analysis

§         Fundraisers for the Community

§         Volunteer with Church

§         Hobbies:  Basketball and Running

ORGANIZATIONS

§         Member of Columbus Chamber

§         Member of Columbus Young Professionals Club