Jeffrey Mohlman: Approaching Long-Term Care


Presentation Description

Jeffrey Mohlman is the founder of Mohlman Financial, a financial planning firm that specializes in helping ensure their clients a smooth transition into a retirement that works for and protects them and their families. By approaching long-term care with a professional such as Mohlman you are taking an active step towards a safe and comfortable retirement


Presentation Transcript


Jeffrey Mohlman Investment Professional Jeffrey Mohlman is a professional insurance and investment man who has worked mostly at a client-based Account Management firm in Dayton, Ohio.


Jeffrey Mohlman A Businessman Jeffrey Mohlman is the Founder of Mohlman Financial, a financial planning firm that specializes in giving their clients a personal and tailored approach to helping secure safe and comfortable retirements. At Mohlman Financial, the utmost care and attention is given to ensuring that clients and their families are protected and cared for throughout the process of retirement He has co-founded NeXgen Vapors, an e-cigarette distribution company that looks to Jeff for his leadership and management skills, which have seen much success in the past.


Jeffrey Mohlman For the Client Jeffrey Mohlman is a man who knows the importance of customer service, which is why he always emphasizes the client first and foremost. He says that all businesses are built upon the backs of their , customer’s feedback, which is why he always goes out of his way to assure they are satisfied. He does this by finding the proper strategy and finance approach that fits each individual’s specific needs at the time.


Jeffrey Mohlman Better Customer Service You will hear it from every business without fail, the customer is always right. They have said this for many years for one reason, because it is the truth. There is a reason that businesses have entire, multi-million dollar cost facilities that are erected specifically for the sake of getting a better relationship with their customers.

Jeffrey Mohlman Work Experiences:

Jeffrey Mohlman Work Experiences Jeffrey Mohlam gained valuable experience in developing and leading a sales team at CNO Financial Group Jeffrey Mohlman gained valuable experience working as a Financial Planner and CLTC at MetLife in Dayton, Ohio Also has working experience with General Motors, NCR and Standard Register on ways to prepare for retirement In 2012 while with CNO Financial, Jeff was asked to become an Independent Financial Adviser to complement his Insurance Business, in 2012 Mohlman Financial was born

Jeffrey Mohlman Mohlman Financial:

Jeffrey Mohlman Mohlman Financial Mohlman Financial is a financial planning firm that specializes in a number of services to benefit their clients. These specialties include: Retirement Income Strategies, LGBT Financial Services, Life Insurance Strategies, Health Insurance Planning and Long-Term Care Strategies. The firm prides itself on having a personalized approach to financial planning.

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