Robert W. Davidge

Financial Representative

921 Chatham Lane
Suite 300
Columbus, OH 43221

Phone: (614)442-4505
Fax: (614)457-8525
E-mail: rdavidge@columbusoh.nef.com

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QUALIFICATIONS 

§ Licensed to sell Life & Health Insurance in IA, IN, NC, and OH

§ Registered to offer securities products in MD and OH

 

PERSONAL

§ Graduate of Miami University, Oxford, Ohio

§ Graduate of The Culver Academies, Culver, Indiana

§ Graduate of Richard T. Farmer Summer Business Institute

§ Hobbies: Golfing, Hockey

 

ORGANIZATIONS

§ Member of Miami University Alumni Association

§ Volunteer for Forehope

§ Coach AAA Jr. Blue Jackets

§ Coach Team Columbus Pre/Post Season

 

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