Our Account Manager has eight years of experience in the insurance industry, and is a licensed agent knowledgeable about the insurance industry. He is a valuable part of the TWG team, and has worked toward providing low-cost capital to entities representing 5000 agents. Some agents, MGA’s and NMO’s have used it pay off debt, to grow their business or plan for early retirement.
No matter what your needs are – from providing a simple valuation of your book to creating a comprehensive solution for a five-year exit strategy – your account manager can help.
Born and raised near Carthage, Indiana, Dan has spent the last eight years helping insurance agents get capital. He has earned a B.S. in Marketing at Indiana University, Kelley School of Business and he currently resides outside of Indianapolis with his family. Licenses Life & Health Hobbies Gardening and sports – favorite teams are Indianapolis Colts & Phoenix Suns Dan's Philosophy “Everyday at work is always different. I encounter a different situation with every agent I speak to. I enjoy being creative to help them solve their problems or find a solution that works for them.” How Dan would spend $100,000 of immediate cash “I would put it toward my kids’ college education fund.”
"I resolve to eat healthier and exercise more often. Plus, I want to get money in the hards of agents to help them navigate the changing face of health care."
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