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Your Retirement Blueprint™

Educational Events

Upcoming Events

September 22nd

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM
Register
September 23rd

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM
Register
October 1st

Our Office

445 Hutchinson Ave., #950
Columbus, OH 43235
4:30 PM
Tax-Free Green Line Event
Register
October 6th

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM
Register
October 7th

The Barn at Rocky Fork Creek

1370 E. Johnstown Rd.
Gahanna, OH 43230
6:00 PM
Register
October 21st

Refectory Restaurant

1092 Bethel Rd.
Columbus, OH 43220
6:00PM
Register
October 23rd

Refectory Restaurant

1092 Bethel Rd.
Columbus, OH 43220
6:00PM
Register
October 27th

The Barn at Rocky Fork Creek

4040 Easton Station Ste. E 105
Columbus, OH 43219
6:00 PM
Register
October 28th

The Barn at Rocky Fork Creek

4040 Easton Station Ste. E 105
Columbus, OH 43219
6:00 PM
Register
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*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting Dustin Grimes OH Insurance License #804074 / DPG Senior Signature Solutions / DBA Grimes Financial Partners OH Insurance License #1130721, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.