Jake Jackson

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4507
Fax: (614)457-8525
E-mail: gjackson@columbusoh.nef.com

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QUALIFICATIONS

§ Licensed to sell Life & Health Insurance in IL, IN, OH, TX and VA

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

 

PERSONAL

§ Hobbies: Golf, Snow Skiing, Fishing and Ohio State Athletics

§ Graduated from The Ohio State University with a degree in Marketing in 1999

 

ORGANIZATIONS

§ Member of NAIFA, CAIFA

§ Member of the Agonis Club

§ Chairman of Columbus Chapter of “Play it Smart”

§ Board Member of The National Football Foundation, Columbus Chapter

§ Former Board Member of Westminster Thurber Retirement Community 2002-2005

§ Former Fiscal Chair Westminster Thurber 2004-2005

 

 

 

 

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