Jeffrey L. Page, CLU®

Jeffrey L. Page, CLU® - CLU®

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4659
Fax: (614)457-8525
E-mail: jpage@columbusoh.nef.com

  • Million Dollar Round Table (MDRT) Member
  • Life Underwriter Training Council (LUTC) Member

       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 OH

§         Registered to offer securities products in OH

§         American College – Chartered Life Underwriter

§         Life Underwriter Training Council, Faculty Member

§         Million Dollar Round Table Qualifier

§         National Sales Achievement Award

§         National Quality Award

 

PERSONAL

 

§         Graduated from The Ohio State University with a Bachelor of Arts

§         Married to Sally with two children, Brooke, and Bryan