Dan Haldeman
Phone: (740) 501-8923
Alternate:

Dan & Jennie Haldeman

Independent Business Associate




Bradenton, FL

MY STORY

My name is Dan Haldeman and I started working in the Insurance world in 2015. I have been mentored by industry leaders on how to best serve clients and build organizations. My purpose and goal in life is to help other people in the simplest of ways, whether it's with an insurance policy or just the opportunity to build a relationship. As an independent Certified Financial Professional, I help individuals and families create a blueprint to manage their finances, build wealth so they can secure a comfortable, tax-free retirement, and leave a strong financial legacy to their loved ones. I partner with realtors, mortgage professionals, insurance agents, tax professionals, and financial services professionals to help them enhance their current platform by providing a value-add program to their clients. I also help individuals prepare for the three major risks in life: becoming ill, dying too soon, and living too long. I call Bradenton, FL. Home and am originally from Mt Gilead, Ohio. My passion is helping people understand the Insurance world. I have a wonderful wife named Jennie. She also works beside me as well as being my mentor. Together we look forward to getting to know you and your family and serving you in any way we can. As an independent Certified Financial Professional, I help individuals and families create a blueprint to manage their finances, build wealth so they can secure a comfortable, tax-free retirement, and leave a strong financial legacy to their loved ones. I partner with realtors, mortgage professionals, insurance agents, tax professionals, and financial services professionals to help them enhance their current platform by providing a value-add program to their clients. I'm passionate about empowering like-minded individuals and entrepreneurs to be successful and secure their financial independence. I also help individuals prepare for the three major risks in life: becoming ill, dying too soon, and living too long.

OUR MISSION

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.