top of page

CLIMB HIGHER

A member of the TruChoice team since 2009, Mike’s determination to help his producers succeed saw him more than double his book of business since 2012. He works by the words of Lou Holtz: “Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” Mike’s attitude is to work as hard as he can to provide the best possible service to his producers, and it shows in his success. Mike is a graduate of the University of Central Florida. 

 

annuity types.png
pre and post.png
mri.png
illustrations.png
advanced markets.png
income rider.png

Meet the

REST OF THE TEAM:

Screen Shot 2021-05-03 at 2.05.17 PM.png

KIRA NOVAK
Director - Advanced Annuity Sales

763.308.3056
CLICK TO EMAIL

Brian received his Juris Doctorate from Mitchell Hamline School of Law. Brian is a Retirement Income Certified Professional (RICP®) from the American College. He also has received the Chartered Mutual Fund Counselor (CMFC®) and Chartered Retirement Plans Specialist (CRPS®) designations from the College for Financial Planning.

BRIAN KUNKEL
JD, RICP®, CMFC®, CRPS®

Advanced Markets
800.880.3072 Ext. 452
CLICK TO EMAIL

Tim is our in-house product expert most recently working in the registered rep space with all product lines. Tim brings a wealth of knowledge not only in the fixed annuity space but with variable annuities, life insurance, and various other registered investments.

TIM DAHLKE
RICP®

Product Specialist
800.237.0263 Ext. 833
CLICK TO EMAIL

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®

Advanced Markets
800.330.1997 Ext. 2205
CLICK TO EMAIL

Ready to Take
the
Next Step?

Click the button below to request a 
call from Mike Bergman's team, today!

Please note that TruChoice Financial Group, LLC and its representatives do not give legal or tax advice.

Encourage your clients to consult their tax advisor or attorney.

 

This material is intended for insurance licensed financial professionals

TM200214-0221

  • Facebook
  • Grey LinkedIn Icon
  • Twitter
bottom of page