Joe Overfield, Bank On Yourself Professional at Bank On Yourself®

Joe Overfield

Bank On Yourself Professional at Bank On Yourself® | Columbus, Ohio, United States

Profile last verified August 2026
Financial Services Verified Profile Columbus, Ohio, United States
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***@msn.com

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Phone Number

614*****

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Joe Overfield Socials
Joe Overfield Work Experience

Bank On Yourself Professional at Bank On Yourself® in January 2007 - Present

President at Intelliplan Financial in April 2015 - Present

Sr. Vice President, Eagle Financial Planning Division at Eagle Financial in July 2008 - April 2015

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Account Executive at QWEST COMMUNICATIONS in August 2006 - July 2008

Regional Account Executive at Raindance Communications in June 2005 - April 2006

Account Executive at TelCove in January 2004 - June 2005

Account Manager at McCleodUSA in August 2003 - November 2003

Account Executive at XO Communications in March 1999 - May 2003

Joe Overfield Skills
Investment Advisor Representative | Certified Financial Fiduciary®| BPC, Bucket Plan Certified | Co-Author of #1 Bestselling Book "The Secret To Lifetime Financial Security" Management Solution Selling Wealth Leadership Sales Finance Strategy Sales Process Strategic Financial Planning Retirement Planning Sales Management Marketing Management Investments Retirement 401k Customer Service Financial Planning Strategic Planning Account Management Team Building Business Development Marketing Insurance Direct Sales
About Joe Overfield’s Current Company
Joe Overfield’s Colleagues
Pamela Yellen

Pamela Yellen

Lamy, New Mexico, United States

Helping people create a path to lifetime financial security

Pamela Yellen has worked with over thirty-thousand financial advisors since 1990, helping them build their businesses. Over the course of those years, she has investigated over 450 financial products, tools, concepts and methods that were touted as sure bets for growing wealth...

Andrew Young

Andrew Young

Detroit Metropolitan Area

Helping Financial Professionals Create Lifetime Financial Security for their Clients without Relying on the Stock Market

We provide qualified independent financial representatives the opportunity to access a turnkey marketing machine that you can transform your practice. We have been doing virtual selling well before 2007. Over 90% of our sales are done virtually.

You will be Co-branding wi...

Leilani Kailiawa

Leilani Kailiawa

Hilo, Hawaii, United States

NICU Parent & Community Leader

Relationship Marketing

Jeffrey Hochwalt

Jeffrey Hochwalt

Dayton, Ohio, United States

Managing Member, Financial Resource Partners, LLC

SERVING THE SBA/CONVENTIONAL LENDER MARKET
I am the point person for MassMutual Life Insurance Company's QuickClose, which is an expedited underwriting program designed to benefit both lenders & borrowers when life insurance is required as collateral for a business loan*:

Exp...

Reginald Randolph

Reginald Randolph

Greensboro, North Carolina, United States

Strategic Partners, LLC

I provide total financial needs analysis through a network of experienced professionals with expertise in:

• Financial Planning/Consultation
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation str...

Jerry Weaver

Jerry Weaver

Hesston, Kansas, United States

STRYDE

Protected and income tax free retirement planning.
Guaranteed life time income from retirement assets.

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Frequently asked questions about Joe Overfield

What is Joe Overfield email address?

Email Joe Overfield at [email protected] and [email protected]. This email is the most updated Joe Overfield's email found in 2026.

What is Joe Overfield phone number?

Joe Overfield phone number is 614-255-7547 and 6149891653.

How to contact Joe Overfield?

To contact Joe Overfield send an email to [email protected] or [email protected]. If you want to call Joe Overfield try calling on 614-255-7547 and 6149891653.

What company does Joe Overfield work for?

Joe Overfield works for Bank On Yourself®.

What is Joe Overfield's role at Bank On Yourself®?

Joe Overfield is Bank On Yourself Professional

What industry does Joe Overfield work in?

Joe Overfield works in the Financial Services industry.

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