Daniel Peterson

Daniel Peterson Email and Phone Number

President and Managing Partner at E4 Insurance Services @ Newcleus
Daniel Peterson's Location
Fargo, North Dakota, United States, United States
Daniel Peterson's Contact Details

Daniel Peterson work email

Daniel Peterson personal email

n/a
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.

Daniel Peterson's Current Company Details
Newcleus

Newcleus

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President and Managing Partner at E4 Insurance Services
Daniel Peterson Work Experience Details
  • Newcleus
    Regional Managing Director
    Newcleus Dec 2020 - Present
    Yardley, Pennsylvania, Us
  • E4 Insurance Services
    President And Managing Partner
    E4 Insurance Services Nov 2019 - Present
    Fargo, North Dakota, Us
  • Eide Bailly Llp
    Strategic Partner
    Eide Bailly Llp May 2009 - Present
    United States, Us
    E4 Insurance Services is a Strategic Partner and provides insurance services to Eide Bailly and Eide Bailly Financial Services and the Wealth Management Team.
  • American General
    Bga
    American General 2003 - Present
  • American General Life
    Brokerage General Agent
    American General Life 2003 - Present
  • Meyer-Chatfield
    Senior Consultant
    Meyer-Chatfield Apr 2010 - Dec 2020
    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.
  • E4 Brokerage, Llc
    President & Ceo
    E4 Brokerage, Llc May 2009 - Nov 2019
    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.
  • Nailba
    Director
    Nailba Jan 2011 - Dec 2013
    Fairfax, Virginia, Us
    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.
  • Partners Advantage
    Owner
    Partners Advantage Mar 2003 - Mar 2013
    President
  • Partners Avantage Insurance Services
    Director
    Partners Avantage Insurance Services 2003 - Dec 2009
  • Partners Advantage Insurance Services
    Partner
    Partners Advantage Insurance Services 2003 - May 2008
    Rolling Meadows, Illinois, Us
  • Clarica Life Insurance Company, Us
    Sr. Vice President, Chief Marketing Officer
    Clarica Life Insurance Company, Us Sep 1998 - Apr 2003

Daniel Peterson Skills

Fixed Annuities Life Insurance Retirement Planning Insurance Disability Insurance Long Term Care Estate Planning Underwriting Investments Iras Retirement Long Term Care Insurance Financial Services Executive Pay Finance Term Life Insurance Wealth Management Financial Planners Management Leadership Financial Advisory 401k Health Insurance Strategy Financial Planning Product Design Strategic Financial Planning Universal Life Brokers Succession Planning Mergers Deferred Compensation Employee Benefits Series 63 Securities Mergers And Acquisitions

Daniel Peterson Education Details

  • Liberty University
    Liberty University

Frequently Asked Questions about Daniel Peterson

What company does Daniel Peterson work for?

Daniel Peterson works for Newcleus

What is Daniel Peterson's role at the current company?

Daniel Peterson's current role is President and Managing Partner at E4 Insurance Services.

What is Daniel Peterson's email address?

Daniel Peterson's email address is d.****@****age.com

What is Daniel Peterson's direct phone number?

Daniel Peterson's direct phone number is +170135*****

What schools did Daniel Peterson attend?

Daniel Peterson attended Liberty University.

What are some of Daniel Peterson's interests?

Daniel Peterson has interest in Hunting, Tournament Walleye Fishing, Snowmobiling.

What skills is Daniel Peterson known for?

Daniel Peterson has skills like Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Long Term Care, Estate Planning, Underwriting, Investments, Iras, Retirement, Long Term Care Insurance.

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