Richard Tice - CLU^®

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4639
Fax: (614)457-8525
E-mail: rtice@columbusoh.nef.com

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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 MI, OH

§ Registered to offer securities products in MI, NJ, OH

§ Obtained American College CLUâ

§ Registered Health Underwriter (RHUâ)

§ Register Employee Benefits Consultant (REBCâ)

 

PERSONAL

§ Family: Wife Muriel, and 5 children

§ Education: Ohio Wesleyan University, BA

§ The Ohio State University, Wharton School of Finance

 

ORGANIZATIONS

§ Columbus Life Underwriters

§ Society of Financial Services Professionals

§ National Association of Life Underwriters

§ Member of First Community Church

§ Member of Estate Planning Council

§ Member of Scioto Country Club

§ Member of U.S. Navy League

§ Member of Columbus Athletic Club