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 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 FL, KY, MI, NC, NJ, OH, PA, TX

§ 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 England Financial Leaders Association

§ Agent of the Year multiple times

PERSONAL

§ Resides in Worthington, Ohio

§ Hobbies: Tennis, Golf, Snow Skiing, Wine Tasting, Reading

§ Education: The Ohio State University, BA in Economics, Minor in Insurance

ORGANIZATIONS

§ Member of the Ohio Healthcare Association

§ Mt. Carmel Hospital Health Partners Business Alliance Member

§ Volunteer for Diabetes Association, Cancer Society, CAPA, and the Rosemont Center for Children

§ Member of the Racquet Club of Columbus

§ Member for the Columbus Athletic Club

§ Member NAIFA Central Ohio