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Kenneth L. Ingram, CFP®, CLTC, CSA
TermQuote®

Serving all of Ohio including Dayton, Cincinnati and Colombus

Also serving all of Arizona including Scottsdale, Phoenix and Rio Verde


6768 Loop Rd Centerville, OH 45459
19119 Buckskin Ct Rio Verde, AZ 85263

 

Kenneth L. Ingram, CFP®, CLTC, CSA has been a leader in the insurance and financial services field since 1970.  Ken holds the designations of Certified Financial PlannerT (CFP), Chartered Advisor for Senior Living (CASL), Certified Senior Advisor (CSA), Chartered Life Underwriter (CLU), Life Underwriters Training Council Fellow (LUTCF), Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and Registered Employee Benefits Consultant (REBC). 


Ken understands that it is imperative to continually educate himself on the nuances and changing legislation in regards to insurance. He specializes in estate planning and wealth accumulation. Ken realizes that in order for these strategies to work, they have to be constantly monitored and adjusted.



Michelle L. Shields
Vice-President of Business Development

TermQuote®/Ingram & Associates, Inc. is able to meet the needs of our clients by providing a specialized team. Michelle L. Shields has been with Ingram & Associates, Inc. since 1996. She is a licensed insurance agent in the state of Ohio and is a Certified Senior Advisor (CSA).

 

 


Drew Raucci
Vice-President of TermQuote®

Drew Raucci runs the TermQuote® division, and specializes in life and long term care insurance.  He is licensed in the state of Ohio as a life insurance agent and is currently working on obtaining his Series 7 license and earning his Certified Financial PlannerT (CFP®) designation.

 

 

We also have a Certified Public Accountant on staff for our clients who have accounting questions.



Website: www.termquote.com

 

Contact

Please contact us at:

 6768 Loop Rd Centerville, OH 45459
19119 Buckskin Ct Rio Verde, AZ 85263
Email: custserv@termquote.com
Phone: 1-800-444-TERM (8376)

. . . . or submit the form below, indicate your needs and we will contact you to let you know how we will help you.

Certified Financial Planner Board of Standards Inc. owns the certification
marks CFP®, CERTIFIED FINANCIAL PLANNERT and federally registered CFP (with
flame logo), which it awards to individuals who successfully complete
initial and ongoing certification requirements.

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