Life Insurance Dayton OH

Looking for Life Insurance in Dayton? We have compiled a list of businesses and services around Dayton that should help you with your search. We hope this page helps you find Life Insurance in Dayton.

Jose "Rafi" Rodriguez
2661 Commons Blvd
Beavercreek, OH
Company
Title: President
Company: Rodriguez Financial Strategies, LLC
Type
Investment Advisor Rep: Yes
Education
University of Puerto Rico/BS Chemistry
Air Force Institute of Technology/BS Aero Engineering
University of West Florida/MS Systems Analysis
Years Experience
Years Experience: 6
Service
Fee Only Portfolio Management,Pension for Highly Compensated Owners,CD Alternative,Annuities,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Life Settlements,Income for Life/ Preserve Principal,Life Insurance,Investment & Portfolio Management,Business Succession & Liquidation Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Portfolio Engineering,IRA, 401k,

Data Provided By:
Jerry Butts, CFS
11260 Chester Rd
Dayton & Cincinnati, OH
Company
Title: Wealth Management Advisor
Company: LPL Financial
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
University of Cincinnati/ Bachlor's of Science in Accounting
Years Experience
Years Experience: 10
Service
Portfolio Engineering,401k Rollover From Employer,Income for Life/ Preserve Principal,Alternative Investments,Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Fee Only Portfolio Management,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retiremen

Data Provided By:
Mr. Edwin P. Morrow (RFC®), CEP, CFP, CHFC, CLU
(513) 424-6395
Financial Planning Building
Middletown, OH
Company
IARFC
Qualifications
Education: Centre College of Kentucky and University of Louisville School of Law, plus having served as instructor for many financial planning courses and Practitioner in Residence at Wright State University for three years.
Years of Experience: 46
Membership
IARFC, MDRT, FPA, SFSP, NICEP
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Seminars Work, Mutual Funds, Mortgage Loans, Precious Metals, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided By:
Ronnie Redd Insurance Agency
(937) 424-0696
6571 Brandt Pike
Huber Heights, OH
Services
Insurance, financial service, banks

State Farm Insurance
(937) 845-0127
325 S Main Street
New Carlisle, OH
Alternate Phone Number
937-845-0127
Services
Auto/Home/Business/Life/Health Insurance

William J. Nelson (RFC®), CEP, LUTCF
(937) 506-4088
3195 Dayton-Xenia Rd Ste 900-385
Beavercreek, OH
Company
Learning Institute
Qualifications
Years of Experience: 37
Membership
IARFC
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Compensation Plans

Data Provided By:
Mr. David M. Stitt (RFC®), CEP, CFP, CHFC, CLU
(513) 424-1656
2507 North Verity Parkway
Middletown, OH
Company
Financial Planning Consultants, Inc.
Qualifications
Education: BS - Finance and BankingMiami UniversityOxford, Ohio
Years of Experience: 40
Membership
IARFC, FPA, NICEP
Services
Invoice, Estate Planning, Business Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Education Plan, BuySell, Compensation Plans

Data Provided By:
Affordable Ohio Life Insurance Plans
(888) 513-6446
PO Box 1000
Springboro, OH
 
Mike Baker Insurance Agency
(937) 878-4851
1920 Commerce Center Blvd
Fairborn, OH
Services
Insurance and Financial services- Bank

Will Miller
5152 Bringham Dr
Brunswick, OH
Company
Title: Investment Advisor Representative
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Life Insurance,Investment & Portfolio Management,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement

Data Provided By:
Data Provided By:

8 Life Insurance Myths To Be Aware Of

by Special to Casa Latina on September 7, 2010

in La Buena Vida

Life insurance is an often overlooked part of a family’s financial plan. However, with the right policy money issues need not be a consideration if tragedy does strikes. People should understand the life insurance process before, during and after they buy policies explains Amy Danise, senior managing editor of Insure.com. Misunderstandings can lead to bad financial decisions. Below are some common myths to be aware of.

Myth #1: There’s a universal database of life insurance policies that I can use to find my relative’s policy number

This problem often starts with the insured person, who never fully divulges where the policy paperwork is kept. Beneficiaries can’t make a claim without knowing at least the name of the life insurance company. Unfortunately there is no company or agency that tracks all life insurance policies sold in the United States.

Myth #2: Anyone can take out a life insurance policy on you

Your friend, neighbor, sibling – even spouse – can’t buy life insurance on you without your knowledge. The application process usually requires a medical exam – or at least your signature on papers.

Myth #3: Life insurance companies look for ways to reject people

When we talk about buying life insurance, we often end up talking about medical conditions and other risks that can knock you out of the market. But life insurers do try to offer life insurance quotes to applicants with medical problems.

Myth #4: I have group life insurance through work so I’m all set

The life insurance you buy through work isn’t portable. If you lose or leave your job, you’ll be without life insurance. It’s a much better plan to buy life insurance on your own.

Myth #5: A life insurance application rejection means you’re uninsurable

A rejection from one company doesn’t mean that others will do the same. It’s important to keep looking.

Myth #6: My spouse is still young and can go back to work if I die

Assuming your surviving spouse will quickly find well-paying work isn’t a good financial plan. Life insurance also allows you to provide college tuition and money for other large expenses if you’re no longer around.

Myth #7: The government will take care of my family

Payments from government sources like Social Security are inadequate to provide financial stability in the event o...

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