About

Dan Prescott is a retired business executive and athletic coach with hands-on experience in the insurance industry. He is passionate about helping others and aims to share his insights into the complex world of life insurance.

What distinguishes Dan is his unique approach to insurance. He specializes in offering transformative recommendations customized to individual needs, enabling clients to make informed decisions that align with their goals.

As an independent agent, he remains free from ties to any single insurance company. He recognizes the early financial opportunities available to young professionals and the importance of building a strong economic foundation throughout their lives.

Having navigated the 2008 recession, the dot-com crash of 2000, and the economic downturn of 1981-82, Dan offers immense value to young professionals and those nearing retirement through his real-life experiences. Many young professionals miss the warning signs. Understandably, most are too young to have felt the impact of the 2008 recession. The ever-increasing cost of medical services and the uncertainty surrounding individual insurability necessitate an early, rational, and proactive planning approach.

How does Dan serve his neighbors? As a mentor and coach, he reviews your information, understands your wishes and concerns, and provides recommendations based on conservative principles and current industry standards. This approach is well-documented and acknowledged by leading industry figures. We do not offer or endorse investment securities. However, if our assessments identify products that enhance your living benefits and retirement goals, we will present multiple proposals from top companies.