Richard M. Epps, J.D.

Richard M. Epps, J.D.

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4652
Fax: (614)457-8525
E-mail: repps@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 Ohio

§         Registered to offer securities products in Ohio

§         Obtained J.D. designation

§         Member of Million Dollar Round Table

 

PERSONAL

§         46 year resident of Central Ohio

§         Married to wife Beverly with two children, Casey and Tiffany

§         Hobbies: Volleyball Official

§         Ohio Wesleyan University, BA

§         Capital University Law School, J.D.

 

ORGANIZATIONS

§         Member of National Association of Financial Advisors

§         Member of Ohio State Bar Association

§         Member of American Bar Association

§         Advisory Council of Alpha Sigma Phi Fraternity

§         Volunteer for National Ovarian Cancer Coalition