Dan Daniel, MBA, CLTC

Financial Advisor

Dan Daniel

Office: 919-755-3242

4020 Westchase Blvd
2nd Floor # 275

Raleigh, NC 27607-3938

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2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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Forbes Lifetime Planning iPad App

Northwestern Mutual is proud to be the exclusive partner of the new Forbes Lifetime Financial Planning app for iPad, free for download on the Apple Store. Within the app, Northwestern Mutual offers articles, consumer tips and videos that address common financial planning questions.

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

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See Facebook Badgevideos of our policyowners of our policyowners sharing how permanent life insurance has made a difference in their lives.

Do you know the six biggest risks to a secure retirement and how to plan for them?

Learn More.

For many business owners and busy professionals, there’s little time left after career and family to deal with personal finances. Unfortunately, being too busy can be costly.

You’ve likely saved some money, bought some life insurance and maybe even invested in the market, but have you really taken the time to look at your current financial situation in totality. More importantly, have you taken the time to ensure your financial future will be more secure?
 
That’s where I come in. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your insurance and investment needs, and provide comprehensive solutions for achieving a financially secure future.

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual Financial Network, I have access to some of the most specialized financial expertise in the country. I am also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
 
Helping my clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. My commitment to you is to call on the full capabilities of the network, drawing upon my own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, my hope is that we establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.  

My Mission

My mission is to help my clients visualize and realize their potential. In my experience, the reasons people fail to achieve their potential, personally or financially, are procrastination, lack of vision, or a lack of guidance. That is where my experience comes in.

When I meet with my clients, I take them off that treadmill called life. I encourage people to dream courageously and to take immediate, concrete steps to achieve these dreams. As a member of the Northwestern Mutual Financial Network, I have access to world-class insurance services and internationally recognized investment products which can be used to help clients implement their own vision.

I want to build long-term, personal and professional relationships based on honesty, trust and mutual respect. My goal is to positively affect the lives that I touch.


Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.