Financial advisor
Core Focus Areas:
- All lines of Property & Casualty
- Policy Audits
- Succession and Wealth Transfer Strategies
- Buy-Sell Funding & SERPs
- Premium Financing
- Critical & Chronic Illness Solutions
Dan McLaughlin, has over 35 years of expertise and insight in all aspects of the insurance industry. Dan has the unique ability to provide expertise in all facets of a client’s needs including: Property & Casualty, Life Insurance, Health Care, and Retirement planning.
Dan presently holds a wide array of insurance licenses including those for: Property & Casualty, Life, Health and Annuities.
Dan earned a B.S. from the University of Michigan where he majored in Communications. Dan is an avid tennis and golf enthusiast and holds the honor of being the only member of Kirtland Country Club to ever hold the distinction of being the club champion in both tennis and golf at the same time.