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David McConnellFinancial Representative 921 Chatham Lane
Phone: (614)442-4509 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 IN, OH § Registered to offer securities products in OH § Previous Agent of the Year PERSONAL § Lives in Westerville, Ohio § Family: Married with two children, five grandchildren § Education: The Ohio State University ORGANIZATIONS § Advisory Board Member of Syntax’s Youth Homes § Former Board Member to the Westerville Visitors and Convention Bureau § Member of the Westerville Area Chamber of Commerce § Member of the Westerville Sertoma Club
 About Us
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New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities. Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor. |
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