Suhail Khan, Director of Case Design and Management
Suhail Khan started in the financial services industry while attending the University of Illinois at Urbana-Champaign in 1999. 18 months later he dove right into a role as a financial advisor, building a book of business while finishing his degree at the University of Illinois at Chicago. Since then, he has built a lasting clientele and a reputation for detail oriented work and competence. His 19 year experience in the investment sector, including roles as an advisor and branch office manager, bolsters his knowledge of how insurance and annuity concepts can fit into an overall plan for clients. He not only knows what it takes to build a concept and close the sale, but also how to carry cases through underwriting and help advisors provide clients with lasting solutions that build long term results.
Suhail joined Selle Financial in June of 2018, as we sought to expand the in-house case design and management capabilities of the firm. He endeavors to support a responsive, streamlined, advisor-centric system that takes the administrative heavy lifting out of the insurance and annuity process, and allows advisors and agents to grow their business and serve their clients. By straddling both the home office and field environments, Suhail has a knack for navigating the bureaucracy of insurance carriers while providing the field, advisors and their support staff the timely and relevant information they need to succeed. He also provides a crucial second set of eyes and ears while Mychal is away from the Chicago office personally engaging advisors with key concepts and strategies.
When not wrangling carriers on cases and building illustrations, Suhail keeps an active personal and civic life. He has been sailing for over 20 years, the last 6 as a bowman in competitive races on the Great Lakes. He also works with civic, non-partisan education groups like the Model United Nations Development Organization, working as an instructor with students from across North America. He is also an avid Cubs fan, so he understands long term commitments through tough times with eventually great payoffs!