Optimized Insurance Coverage


Peace Of Mind When You Need It Most

The Financial Safety Net

When Dan Loney was a teenager, his father - the family's primary breadwinner - died tragically in a plane crash.  And it was a life insurance policy that allowed his family to move forward without significant financial burden.  To this day Dan is grateful that his father had the wherewithal to put that policy in place.  It's what inspired him to pursue a career in insurance and help others assure they're not financially vulnerable in unexpected circumstances.

Life Insurance

Term / Universal Life / Whole Life /
Combination

Living Benefits

Critical Illness / Disability Income / Business Expense / Long Term Care / Personal Accident / Travel Insurance

The concept of insurance is simple, the details are complex.  It starts by asking tough questions that by nature we don't like to think about.  Where am I, and my loved ones vulnerable?  What's the worst-case scenario?  How can I mitigate the financial burden?  Dan and his team will guide you through the process and make sure you have all the information you need to make informed decisions. 

Life Insurance

Term / Universal Life / Whole Life  / Combination


Living Benefits

Critical Illness  / Disability Income / Business Expense / Long Term Care / Personal Accident / Travel Insurance

The concept of insurance is simple, the details are complex.  It starts by asking tough questions that by nature we don't like to think about.  Where am I, and my loved ones vulnerable?  What's the worst-case scenario?  How can I mitigate the financial burden?   Dan and his team will guide you through the process and make sure you have all the information you need to make informed decisions. 

"Your financial expertise has provided for increase financial protection while at the same time reduced exposure to taxation"

Sid Landolt
President, S&P Destination Properties.