Rita Khosla

Credentials:
  • LUTCF®
  • CLTC®

Focus: Insurance Strategies, Business Owners, Investment Strategies

Languages: English

Professional Services

Personal & Family Needs

  • Investments
  • Personal Life Insurance
  • Estate Conservation Strategies
  • Wealth Accumulation Strategies
  • Disability Income Insurance
  • Long Term Care Insurance
  • Retirement Funding Strategies
  • College Funding Strategies

Business Needs

Small Business Consultation

  • Group Health Insurance*
  • Employee Benefits (401k) etc.
  • Buy Sell Agreements & Key Person Insurance
  • Executive Bonus Plans
  • Qualified & Non-Qualified Retirement Plans
  • Group Life Insurance

Qualifications

  • Licensed to sell Life & Health Insurance in California, Florida, Illinois Michigan and Ohio
  • Registered Representative of MML Investors Services, LLC, in California, Florida and Ohio.
  • LUTCF—Life Underwriter’s Training Council Fellow
  • Serving clients through the financial services industry for 26 years
  • Licensed to Sell Long-Term Care Partnership Policies in OH

Personal

  • Resident of Sandusky since 1980
  • Married to Narinder since 1972
  • Two married children: Daughter Dr. Nutan Ruegsegger and Son Rishi who has two children
  • Hobbies - volunteer work, cooking, networking, traveling, & family time.
  • Bachelor’s of Education degree from India

Involvements

  • Member of National Association of Insurance and Financial Advisors (NAIFA)
  • Board member and Secretary of North Coast Estate Planning
  • Past Board member of Local Red Cross Chapter
  • National Association of Professional Women
  • Member of Million Dollar Round Table+

 

 

See Rita’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Rita

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Sandusky Satellite Office - Columbus Avenue

Satellite Office

2531 Columbus Avenue
Sandusky, OH 44870

L1116482643[exp1017][CA,FL,IL,MI,OH]