Phil Rosen has been a dedicated professional in the financial services industry since 1996, bringing nearly three decades of expertise to his clients. Throughout his career, he has held key roles as an Agent, Registered Representative, Sales Manager, and Sales Trainer, gaining a comprehensive understanding of the industry from multiple perspectives.
Since joining Haughn & Associates, Inc. in 2015, Phil has served as the Account Executive for Individual Financial Products, specializing in life insurance, disability insurance, and long-term care solutions. His deep knowledge and consultative approach help clients safeguard their financial futures, ensuring they have the right coverage in place to protect their families, businesses, and assets.
Phil has extensive experience working with business owners to fund buy-sell agreements, key employee plans, and executive bonus programs, providing strategic financial solutions that offer long-term security and peace of mind. His commitment to personalized service and strategic planning makes him a trusted advisor for individuals and businesses alike.
Phil and his wife, Martina, raised their two children in Hilliard, Ohio, where they built strong roots in the community. Today, they cherish their roles as grandparents to a lively 6-year-old granddaughter and a playful 2-year-old grandson.