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Garrett Daniels

Garrett Daniels

Garrett Daniels

Insurance Representative

After experiencing firsthand how life insurance and sound financial planning can provide stability during great personal loss; I developed a deep passion for helping others. My goal is for every client to walk away feeling more supported, more informed, and more financially secure. 
 
In addition to being a licensed insurance professional, I am a licensed financial advisor holding Series 6, 63, and 65 designations. My priority is to simplify financial planning and present it in a way that’s clear, accessible, and easy to act on. 
 
Outside of my professional life I am a lifelong musician that enjoys spending time with my fiancée, Brea, and my two Shih-Tzus, Beauregard and Jethro.

Needs Analysis

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The amount needed to create an immediate expense fund and pay off any outstanding debt (auto loan, credit card, student loan, final expense costs, etc.)
The amount needed to pay off any outstanding balance on your mortgage or replace your rent for several years
The amount needed for you children’s college education
The amount needed to replace your income
Income for how many years?
This worksheet is a tool to assist you in estimating your basic life insurance needs. It is not intended to provide a thorough and comprehensive analysis of your life insurance needs or to recommend a specific amount of type of coverage. The actual amount of life insurance you need will depend on several factors that you need to consider carefully. Your insurance professional can assist you with analysis of your personal circumstances.

Personal Data
Address
Client's Date of Birth(Required)
Children's Date of Birth
Children's Date of Birth
Children's Date of Birth

What programs do you currently have in place?
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Life Insurance
Client
Individual: Type
Employer: Type
Individual: Type
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Spouse
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Type: Individual
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Type: Employer
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Individual: Type
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Health Insurance
Disability Income
Long Term Care
Medicare Supp.

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