Jeffrey D. Logan  Firm Ambassador


My goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards. As a Managing Associate, I am responsible for recruiting professional sales personnel for the agency, and to develop marketing plans to help these representatives reach their career goals. Our agency strives to provide excellent service, specially focused on quality customer contact. We are focused on becoming a lifetime resource for each and every client. 



  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection - through life insurance and disability income insurance
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403b Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance


  • Licensed to sell Variable Annuities in in AR, DC, FL, GA, IN, KY, MA, MD, NJ, OH, PA, VA
  • Licensed to sell Life and Health Insurance in AR, DC, FL, GA, IN, KY, MA, MD, NJ, NY, OH, PA, UT, VA
  • Registered to offer securities products in DC,  IN,  MA, OH, PA, SC, UT, VA
  • Life Member Hall of Fame
  • Life Member of Leaders


  • Graduate of The Ohio State University, 1978 BS Journalism and Public Relations
  • Former Co-Captain Ohio State Football 1977
  • Academic All-American 1977


  • Member and Past President, National Football Foundation and College Hall of Fame, Columbus Chapter
  • Member  of the Columbus Chamber of Commerce Small Business Council
  • Member – Columbus, State of Ohio, and National Associations of Insurance and Financial Service Professionals
  • Board Member and Founding Member of the Logan Family Foundation

Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Leadership
Jeffrey D. Logan, Firm Ambassador


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