daniel garcia

field agent

About

Personal and Professional Goal: To empathetically assist members [and families] of the Knights of Columbus through the rigors of their financial lives by sharing [life] lessons learned through experience as a son, husband, father and friend. Specialties: Creation and maintenance of personal and family asset allocation; Long Term Care; Marketing and Sales Presentations; Team Building; Event Planning and Staffing

Country

united states

City

new york

Industry

insurance

Skill

long term care, term life insurance, whole life, long term care insurance, insurance, fixed annuities, disability insurance, retirement planning, iras, key person insurance, life insurance, roth ira, annuity sales, estate preservation, financial planners, estate planning, team building, licensed life and health insurance agent, health insurance, guaranteed lifetime income, wealth accumulation, critical illness, licensed life insurance agent, underwriting, investments, buy sell agreements, retirement savings, traditional ira, college savings plans, small business, employee benefits, variable annuities, series 6, wealth preservation planning, claim, 401k, general insurance, series 7, asset allocation, medicare, investment strategies, series 63, investment advisory, tfsa, wealth management, strategic financial planning, wealth management services, mutual funds, personal financial planning, property and casualty insurance

Experience

field agent

knights of columbus insurance

2008-2 - Present · 18 yrs 8 mos

As a Field Agent with Knights of Columbus, my mission is to ensure every member has the financial protection they deserve. I help brother Knights and their families prepare for the future by prioritizing their financial goals and customizing insurance solutions to best suit their needs.