George McCloy, CLU®, ChFC®

George McCloy, CLU®, ChFC® - CLU®, ChFC®

Financial Representative
CA Insurance License # 0775575

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)457-6233
Fax: (614)457-8525
E-mail: gmccloy@columbusoh.nef.com

  • Million Dollar Round Table (MDRT) Member

 

 

 

 

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. My team and 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

§         Executive Benefits

§         ESOP Funding Strategies

§         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 and Variable Annuities in AZ, CA, CO, FL, GA, IL, KY, MA, MD, MI, NC, NJ, NY, OH, OK, PA, SC, TX, UT, VA, WV

§         Registered to offer securities products in AZ, CA, FL, GA, IL, IN, KY, MA, MI, NC, NJ, NY, OH, OK, PA, SC

§         Master Agency Builder

§         Member of Million Dollar Round Table (MDRT)

§         Obtained American College CLUâ, ChFCâ designations

 

PERSONAL

§         Graduate of The Ohio State University, BS

§         Married to wife Diane with two children, George Jr. and Julie.

 

ORGANIZATIONS

§         Association of Advanced Life Underwriters

§         American Society of Charter Life Underwriters

§         National Association of Life Underwriters

§         Member of Young Presidents Organization, World Presidents Organization, and Chief Executive Organization

§         Columbus Life Underwriters

§         Columbus General Agents & Managers Association

§         Community Capital Development Corporation Board Member, Treasurer

§         James Cancer Center Foundation Board Member

§         Grant Riverside Methodist Hospital Foundation Board

§         Member of the Columbus Club

§         Member of the Fort Lauderdale Country Club