CAREER · HONORS & CREDENTIALS
Honors & Credentials
Throughout my journey in banking, financial services, entrepreneurship, leadership, and community service, I have been fortunate to receive recognition for professional achievement, leadership, and service. I accept these honors with gratitude, knowing that every achievement has been made possible through the trust and support of clients, colleagues, team members, family, and community.
RECOGNITION
Award Collection
Outstanding President of the Year
Recognized as Outstanding President of the Year while serving as President of the Rotary Club of New Road City. This remains especially meaningful because it represents leadership through service and Rotary’s principle of Service Above Self.
Million Dollar Ring — Two Diamonds
Earned Million Dollar Ring recognition with two diamonds — an important professional milestone representing years of consistent effort, growth, teamwork, and commitment to the financial-services profession.
Court of the Table
Achieved recognition associated with MDRT’s Court of the Table, marking another significant milestone in my professional financial-services journey.
Qualified Field Director
Achieved Qualified Field Director leadership status while building and mentoring financial professionals. The greater recognition, however, has been helping others progress into leadership themselves.
Company Trip Qualifications
Earned multiple company-sponsored trips through professional achievement and production.
Community Appreciation
Received a Certificate of Appreciation from Rocky Mountain Friends of Nepal for participation and contribution to a Nepali cultural program — representing an important part of my continuing commitment to community and culture.
MORE THAN RECOGNITION
The Achievements I Value Most
Awards are meaningful, but I have never believed that trophies, titles, or certificates alone define success.
i.
Developing Leaders
Helping approximately 10 team members achieve Qualified Field Director and contributing to the development of multiple QFD leaders remains one of the accomplishments I value most.
ii.
Creating Successful People
Seeing people I have trained and mentored develop successful careers, achieve professional recognition, and reach six-figure and multiple-six-figure levels demonstrates the multiplying power of leadership.
iii.
Educating Families
Through Sagun Financials and my work as an independent financial professional, I have had the opportunity to educate and serve approximately 1,500 clients, helping individuals and families make better-informed financial and insurance decisions.
iv.
Commitment to Training
For more than 13 years, I have remained committed to consistent training and mentorship through the Dream Team environment, participating in and conducting thousands of trainings, seminars, presentations, role-playing sessions, and leadership-development activities.
30+ Years
PROFESSIONAL EXPERIENCE
1,500+
CLIENTS & FAMILIES SERVED
10+
TEAM MEMBERS HELPED REACH QFD
13+ Years
TRAINING & MENTORSHIP
APPRECIATION
Recognition Beyond the Workplace
Some of the most meaningful acknowledgements in my life have never come with a trophy.
They come when a client refers a family member because they trust us.
They come when a new professional becomes confident enough to lead others.
They come when former students or team members share how something they learned helped change their direction.
And they come when a community gives me another opportunity to serve.
These moments remind me that recognition is most meaningful when it reflects impact rather than status.
CERTIFICATIONS & PROFESSIONAL CREDENTIALS
A Commitment to Knowledge, Competence & Professional Standards
Financial services and insurance are constantly evolving. Regulations change, products change, healthcare rules change, and clients’ needs change.
Throughout my career, I have remained committed to professional education, licensing, continuing education, and staying informed so I can serve individuals, families, seniors, and businesses responsibly.
Professional Qualifications
COLORADO
Licensed Insurance Professional
Licensed to help individuals and families evaluate insurance and financial-protection solutions while maintaining applicable state licensing and continuing-education requirements.
2013–PRESENT
Health Insurance Broker
Serving individuals and families with health insurance coverage, including Marketplace and private health-insurance options.
2013–PRESENT
Connect for Health Colorado
Certified to assist Colorado consumers with Marketplace health-insurance enrollment and available financial assistance through Connect for Health Colorado.
ANNUAL CERTIFICATION
Medicare Certification
Complete required Medicare-related training and annual certifications to assist Medicare beneficiaries with understanding available Medicare health-plan options.
ANNUAL
AHIP Medicare Training
Complete AHIP Medicare training as applicable as part of the annual preparation and certification process for Medicare plan enrollment and compliance.
ANNUAL / ONGOING
Carrier Certifications
Maintain required certifications and product training with insurance carriers and financial-services providers represented through my professional practice.
CONTINUING EDUCATION
Learning Never Stops
Professional licensing is only the beginning.
Insurance, Medicare, healthcare, retirement planning, and financial services require ongoing learning. I regularly participate in continuing education, carrier training, compliance programs, product education, leadership development, seminars, and professional workshops.
This commitment helps me remain informed as regulations, products, technologies, and client needs continue to evolve.
AREAS OF PROFESSIONAL EDUCATION
Health Insurance
Marketplace coverage, individual health insurance, subsidies, small-group benefits, ICHRA, dental, vision, and related healthcare solutions.
Medicare
Medicare Advantage, Medicare Supplement, Prescription Drug coverage, enrollment periods, eligibility, and annual plan changes.
Life Insurance
Life insurance strategies, living benefits, protection planning, and solutions designed around individual and family needs.
Retirement Strategies
Fixed and indexed annuities, retirement-income concepts, rollovers, accumulation strategies, and long-term financial preparation.
Compliance & Ethics
Ongoing education involving suitability, consumer protection, privacy, compliance, ethical conduct, and responsible client service.
PHILOSOPHY
Knowledge Creates Responsibility
A license or certificate represents more than permission to conduct business. It represents a responsibility to remain knowledgeable, understand the rules, communicate clearly, and place the client’s needs at the center of the conversation.
“The more we learn, the greater our responsibility becomes to use that knowledge with integrity and in the best interest of the people we serve.”
— MANOJ TULADHAR
DOCUMENTATION
Licenses, Awards & Certificates
A collection of professional awards, certificates, leadership recognitions, community acknowledgements, and career milestones documenting different chapters of my journey.
PROFESSIONAL MEMBERSHIPS & AFFILIATIONS
Relationships That Strengthen Knowledge, Leadership & Service
Throughout my professional journey, I have valued organizations and relationships that encourage learning, ethical leadership, professional growth, financial education, and service to others.
My affiliations reflect different chapters of my journey — from banking and community leadership in Nepal to financial services, entrepreneurship, insurance, and professional development in the United States.
Professional Affiliations
Premier Financial Alliance
2013–PRESENT
A long-standing professional affiliation focused on financial education, entrepreneurship, field training, mentorship, and leadership development.
As a Qualified Field Director, I have spent more than a decade developing financial professionals while continuing to grow personally and professionally.
Connect for Health Colorado
2013–PRESENT
Serving as an independent health insurance broker helping Colorado individuals and families understand Marketplace coverage, financial assistance, enrollment options, and changing healthcare regulations.
Million Dollar Round Table
PROFESSIONAL RECOGNITION
Achieved recognition associated with MDRT Court of the Table, representing an important milestone in my financial-services career and commitment to professional excellence.
Sagun Financials
FOUNDER & PRESIDENT | 2015–PRESENT
Founded Sagun Financials as an independent financial-services organization focused on education and solutions for individuals, families, seniors, and businesses.
The agency’s work spans health insurance, Medicare, life insurance, retirement strategies, annuities, and employee benefits.
Leadership & Service Affiliations
Rotary International
LEADERSHIP & COMMUNITY SERVICE
My Rotary journey included service as Treasurer (2005–2006), President-Elect (2006–2007), President (2007–2008), and District Club Extension Committee Member (2009–2010).
Serving through Rotary strengthened my lifelong belief in Service Above Self and leadership through community impact.
Colorado Newah Khala
COMMUNITY & CULTURAL LEADERSHIP
Actively involved in preserving and celebrating Newah culture, heritage, traditions, and community connections in Colorado through cultural programs, education, volunteerism, and events.
Areas of Engagement
Financial Services
Professional development and financial education
Insurance & Healthcare
Marketplace, Medicare, and insurance education
Leadership Development
Training, mentorship, and developing future leaders
Community Service
Volunteerism, cultural preservation, and giving back
WHY PROFESSIONAL RELATIONSHIPS MATTER
Learning Through Association
I believe the people and organizations we associate with influence how we think, learn, lead, and grow.
Professional affiliations create opportunities to exchange ideas, stay informed, develop relationships, improve professional standards, and learn from people with different experiences.
They also remind us that meaningful success is rarely created alone.
PHILOSOPHY
Your Network Is Your Net Worth
A strong network is more than a collection of contacts.
It is a community of people who exchange knowledge, create opportunities, support one another, and grow together.
Throughout my career, many of my greatest lessons and opportunities have come through relationships with mentors, colleagues, clients, team members, students, business partners, and community leaders.
“Your network becomes valuable not simply because of who you know, but because of the trust, knowledge, opportunity, and value you create for one another.”
— MANOJ TULADHAR
WITH GRATITUDE
Recognition With Gratitude
Every award represents more than an individual accomplishment. Behind each recognition are mentors who taught me, colleagues who worked beside me, clients who trusted me, team members who grew with me, a community that supported me, and a family that stood behind the journey.
The goal for the years ahead is not simply to collect more recognition. It is to create more people worthy of recognition.
“Recognition is meaningful, but the greatest recognition is when someone you helped succeeds and then begins helping others succeed.”
— MANOJ TULADHAR
