Thomas R. Bates CFP, CLU, ChFC, CFS
|
| 36 years managing assets, life and health insurance |
| Graduate from Ohio State University with a degree in Finance |
| Certified Financial Planner |
| Chartered Financial Consultant |
| Chartered Life Underwriter |
| Certified Funds Specialist |
| 15 time qualifier for MDRT (Million Dollar Round Table) |
| Eight time qualifier for "Court of the Table" |
| Ten years sales management experience |
Vice President of National Sales for American Physicians
Life Insurance Co. |
| Licenses held:
Life and Health
Variable Life and Annuity
Series 6, 7, 63, 65 |
Chairman of the leadership ministry for Grace Brethren Church
of Pickerington - 10/1994 - 9/2004 |
Advisor to the chairman of the insurance committee
for the house of representatives 1978-1979 |
| President of the Board for A+ Arts Academy |
| President of the board for the Ohio State Delta Upsilon Alumni Association |
