Jeffrey Swope

About Jeffrey Swope

I help people make thoughtful insurance and investment decisions. Protecting and…

Experience

1. Financial Advisor for Mutual of Omaha

   Mutual of Omaha

   Jan 1986 — Present

   Disclosures:‎ This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1.‎‎ Insurance Licensed in Pennsylvania, ‎2. ‎ Disclosure: ‎ ‎3.‎ Securities offered through Mutual of Omaha Investor Services, Inc, a Registered ‎Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Mutual of ‎Omaha Investor Services, Inc. a SEC Registered Investment Advisory Firm. FINRA SIPC ‎ ‎4.‎ Mutual of Omaha Financial Advisors is the ‎marketing name for Mutual of Omaha Investor Services, Inc. ‎5.‎ The third-party comments displayed are not verified, may not be accurate and are ‎not necessarily representative of our client experiences.‎ ‎6.‎ Any links to third-party websites and resources are provided solely as a ‎convenience to you and not as an endorsement of the content. We make no ‎representations or warranties as to the accuracy, timeliness, suitability, ‎completeness, or relevance of any information prepared by any unaffiliated third ‎party.‎

Education

• J. P. McCaskey High School

  High School Diploma

  1971 — 1974

Skills

• Financial Advisory
• Roth Ira
• Health Insurance
• Automobile Insurance
• Disability Insurance
• Cancer Insurance
• 401k
• Financial Planning
• Whole Life
• Medicare Part D
• Variable Annuities
• Retirement Income
• Qlac
• Universal Life
• Employee Benefits
• Umbrella Insurance
• High Net Worth
• Pensions
• Etf's
• Asset Allocation
• Mutual Funds
• Wealth Accumulation Strategies
• Insurance Planning
• 403(B)
• Financial Plans
• Retirement
• Bonds
• Retirement Planning
• Financial Services
• Wealth Management
• 529 Plans
• Critical Illness
• Annuities
• Long Term Care Insurance
• Renter's Insurance
• Fixed Annuities
• Iras
• Stocks
• Medicare Supplements
• Investment Advisory