Robert D. Elrod

Credentials:
  • LUTCF®
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Business Philosophy

My goal is to provide families and business owners with assistance in building their financial freedom. I will work closely with clients to help ensure that the financial products and services that I provide match their needs, priorities and changing financial situations.

I can help you fill any shortfalls or deficits you may have using a wide array of products and services. My goal is to provide exemplary service to help meet your financial goals and objectives.

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

Qualifications

  • Licensed to sell Life & Health Insurance in Indiana, Kentucky, and Ohio
  • Registered to sell Securities Products in Ohio

Personal

  • Lifelong resident of Cincinnati
  • Family: Julie - wife, Maria - daughter, John & Joe - sons
  • Hobbies include: attending car shows, fishing, bicycling and hiking

 

 

See Robert’s Licenses and Disclosures

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Contact Robert

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West Chester Satellite Office - Cincinnati Dayton Road

Satellite Office

8833 Cincinnati Dayton Road Suite 3
West Chester, OH 45069

L1116482611[exp1017][IN,KY,OH]