RAY MOHAN
Sr. Director – Advanced Life Sales and Long Term Care
678.718.1941 | CLICK HERE TO EMAIL RAY
CLIMB HIGHER
Ray’s main goal is to help his financial professionals get in front of more prospects in an effective way with an appropriate strategy, and ultimately help them close more life insurance business. He prides himself on being able to work with financial professionals to help them reach their goals, and is passionate about helping them serve the needs of their clients. Ray helps his financial professionals protect and grow their practices while allowing them to focus on servicing their clients. He joined TruChoice Financial Group in 2014 after holding an Assistant Vice President position with Bank of America. He previously held management positions at Guess?, Inc. and Circuit City.
Ray spends his time away from TruChoice with his wife Michelle, their three children, and their dog, Chops. A baseball lover and New York Yankees fan, he enjoys coaching his sons’ baseball teams. Ray is a graduate of Florida Atlantic University and also plays golf and tennis.
STONEWOOD
FINANCIAL*
Stonewood Financial delivers prospect-to-close IUL insurance programs that take you from "nice
to meet you" to "nice doing
business with you".
POLICY
REVIEW KIT
Our Life Insurance Policy Review Kit provides a roadmap to conducting a professional Policy Review.
ROUTE
TO RETIREMENT
Introduce the idea of protecting your clients from the potential of rising taxes in the future.
iPIPELINE*
Help automate your processing
for every stage of your practice.
WHY FIUL
Fixed index universal life (FIUL) insurance is a flexible form of life insurance that offers a combination of FIVE FUNDAMENTAL FEATURES (including four that are LIVING benefits) that help set it apart from other types of insurance products.
MEET THE TEAM:
Tshai strives to go above and beyond to make sure agents are receiving the highest level of support possible. Knowing that every marketing organization can offer product, she helps producers realize their next level of success by building trusted relationships.
Ashley strives to go above and beyond to make sure agents are receiving the highest level of support possible. Knowing that every marketing organization can offer product, she helps producers realize their next level of success by building trusted relationships.
Alan earned his Juris Doctorate from the Detroit College of Law and his LL.M. in taxation from Wayne State University Law School. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College.
ALAN ROMAN, JD, LLM, ChFC®, CLU®
DIRECTOR - PRODUCT & ADVANCED STRATEGIES
Office: 800.330.1997 Ext. 2205
Click HERE to email Alan
