Regional Managing Director
Current
Dec 2020 - Present
AeroLeads people directory · profile
Daniel Peterson Email & Phone Number
President and Managing Partner at E4 Insurance Services
at
Newcleus
2 work emails found
@e4brokerage.com
3 phones found area 701 and 951
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Managing Partner at E4 Insurance Services
Location
Fargo, North Dakota, United States
Who is Daniel Peterson? Overview
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Quick answer
Daniel Peterson is listed as President and Managing Partner at E4 Insurance Services at Newcleus, based in Fargo, North Dakota, United States. AeroLeads shows a work email signal at e4brokerage.com, phone signal with area code 701, 951, and a matched LinkedIn profile for Daniel Peterson.
Daniel Peterson previously worked as Regional Managing Director at Newcleus and President and Managing Partner at E4 Insurance Services. Daniel Peterson studied at Liberty University.
Company email context
Email format at Newcleus
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dpeterson@e4brokerage.com
79% confidence
AeroLeads found 2 current-domain work email signals for Daniel Peterson. Compare company email patterns before reaching out.
Profile bio
About Daniel Peterson
Daniel E. Peterson, LLIF, LUTCF, FIC is President & Managing Partner of E4 Insurance Services. Effective November 1, 2019, e4 Brokerage, LLC and Insurance Services Group formally merged to form E4 Insurance Services (E4 IS), a national Brokerage General Agency. E4 IS markets Life Insurance, Annuities, Long Term Care Insurance, and Disability Insurance for over 40 of the top insurance companies in the United States. Dan and his E4 IS team provide services to Financial Advisors, Accounting Firms, Trust Departments, and Financial Institutions in the area of life insurance planning and reviews, estate planning, farm and business succession planning.Dan has worked closely with family farms and closely held businesses, helping them develop their succession and estate plans. In 2014, Dan was recognized for his expertise in farm succession planning when he became the first independent advisor to be certified in Nationwide’s “Land As Your Legacy” program. Dan has consulted and developed plans for hundreds of family farms and closely held businesses. He is an expert on the tax and legal strategies available for farms and businesses, and risk management tools that insure against the risks that can impact a plan. He understands very well the unique challenges today’s family farm has in transferring to the next generation with high land prices, low basis, lack of liquidity, and children who are often both on and off the farm. Peterson studied Business Administration at Liberty University in Lynchburg, VA. He has received the LUTCF and the LLIF designation. Peterson holds his Series 6 and 63 securities licenses and is a Registered Representative with The Leaders Group, Inc. Member FINRA/SIPC.Peterson is President Elect for NAIFA-ND, a former Director of NAILBA, and serves as the ND Ambassador for AALU. Peterson is also a Senior Consultant for Meyer-Chatfield. Dan is President of FMAM Rotary service club, a member of the Red River Estate Planning Council, and serves on the board of the Tulaby Lake Association.
Listed skills include Fixed Annuities, Life Insurance, Retirement Planning, Insurance, and 32 others.
Current workplace
Daniel Peterson's current company
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12 roles · 24 years
Daniel Peterson work experience
A career timeline built from the work history available for this profile.
President And Managing Partner
Current
Nov 2019 - Present
Strategic Partner
CurrentE4 Insurance Services is a Strategic Partner and provides insurance services to Eide Bailly and Eide Bailly Financial Services and the Wealth Management Team.
May 2009 - Present
Bga
Current
American General
2003 - Present
~23 yrs 6 mos
Brokerage General Agent
Current
American General Life
2003 - Present
~23 yrs 6 mos
Senior Consultant
Meyer-Chatfield
Peterson is a Senior Consultant for Meyer-Chatfield. Meyer-Chatfield is committed to being the BOLI resource for America's financial institutions by offering consultation, education and service. Our primary mission is to assist financial institutions in crafting and deploying valuable, tax advantaged, BOLI strategies. We have managed and serviced BOLI transactions for hundreds of banks. Our business thrives by assisting our clients' growth. All of our efforts are directed toward helping clients meet their financial goals within the applicable regulatory and legislative guidelines. Our directors, associates and staff include experts in Insurance, Investments, Actuarial Science, Structured Products, Executive Compensation and Plan Administration. We are dedicated to BOLI. We are America's BOLI leader.Meyer-Chatfield has been serving Community Banks in the area of Employee Retention, Deferred Compensation, Supplemental Executive Retirement Plans (SERPs), and finding innovative and secure Bank Owned Life Insurance (BOLI) strategies that help Banks improve their profit positions and reduce risk. Meyer-Chatfield is a firm specializing in BOLI since 1992.
Apr 2010 - Dec 2020
President & Ceo
E4 Brokerage, Llc
e4 Brokerage, LLC. is a national independent Brokerage General Agency he formed in 2008. e4 Brokerage brokers Life Insurance, Annuities, Long Term Care Insurance, and Disability Insurance for over 40 of the top insurance companies in the United States. Dan and his e4 team provide services to Financial Advisors, Accounting Firms, Trust Departments, and Financial Institutions in the area of life insurance planning and reviews, estate planning, and business planning. Peterson is considered an expert in the areas of Life Insurance Policies, Bank Owned Life Insurance (BOLI), Estate Planning, and Deferred Compensation and Business Succession Planning.
May 2009 - Nov 2019
Director
In 2010, Peterson was elected to a national insurance post, becoming a director for the National Association of Independent Life Brokerage Agencies (NAILBA). NAILBA member agencies represent 250,000 producers who deliver more than four billion dollars in first year life insurance premiums annually. He is also a member of the Government Affairs Committee for NAILBA.
Jan 2011 - Dec 2013
Owner
Partners Advantage
President
Mar 2003 - Mar 2013
Director
Partners Avantage Insurance Services
2003 - Dec 2009
2003 - May 2008
Sr. Vice President, Chief Marketing Officer
Clarica Life Insurance Company, Us
Sep 1998 - Apr 2003
1 education record
Daniel Peterson education
-
Liberty University
FAQ
Frequently asked questions about Daniel Peterson
Quick answers generated from the profile data available on this page.
What company does Daniel Peterson work for?
Daniel Peterson works for Newcleus.
What is Daniel Peterson's role at Newcleus?
Daniel Peterson is listed as President and Managing Partner at E4 Insurance Services at Newcleus.
What is Daniel Peterson's email address?
AeroLeads has found 2 work email signals at @e4brokerage.com for Daniel Peterson at Newcleus.
What is Daniel Peterson's phone number?
AeroLeads has found 3 phone signal(s) with area code 701, 951 for Daniel Peterson at Newcleus.
Where is Daniel Peterson based?
Daniel Peterson is based in Fargo, North Dakota, United States while working with Newcleus.
What companies has Daniel Peterson worked for?
Daniel Peterson has worked for Newcleus, E4 Insurance Services, Eide Bailly Llp, American General, and American General Life.
How can I contact Daniel Peterson?
You can use AeroLeads to view verified contact signals for Daniel Peterson at Newcleus, including work email, phone, and LinkedIn data when available.
What schools did Daniel Peterson attend?
Daniel Peterson studied at Liberty University.
What skills is Daniel Peterson known for?
Daniel Peterson is listed with skills including Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Long Term Care, Estate Planning, and Underwriting.
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