Lanny Ross

Lanny Ross

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4637
Fax: (614)457-8525
E-mail: lross1@columbusoh.nef.com


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 OH

 

PERSONAL

§         Resident of Central Ohio for 30 Years

§         Family: Wife, Lynne, and 2 Daughters

§         Hobbies: Coaching and Participating in Sports

§         Education: Otterbein College, BA in Business Administration

 

ORGANIZATIONS

§         Youth Softball and Basketball Coach/Official

§         Council Member of Christ Lutheran Church

§         Past Member of the Westerville Park and Recreation Advisory Board