Dan Curtis
Owner, Curtis Financial Group
- Role
- Owner at Curtis Financial Group
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Dan Curtis
I would like to formally introduce Curtis Financial Group, a leader in the insurance and financial services industry. We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. Our success in the industry is built upon a commitment toward excellence and the fiscal health of our clients. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Tennessee. No insurance business may be conducted outside the state referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of Tennessee. No offers may be made or accepted from any resident outside the specific state referenced. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither Curtis Financial Group, New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Curtis Financial Group is not owned or operated by New York Life Insurance Company or its affiliates. Curtis Financial Group 840 Crescent Centre Drive,#500 Franklin, TN 37••••••••00
Experience
Owner
Mar 2007 — Present
Skills
- Education Funding Strategies
- Social Networking
- Personal Finance
- Strategic Planning
- Supplements to Employee Benefits
- Small Business
- Marketing
- Event Planning
- Sales
- Asset Protection
- Insurance
- Sales Management
- Team Building
- Management
- Process Improvement
- Time Management
- Lifetime Income Strategies
- Estate Planning
- Customer Relations
- Leadership
- Budgets
- Public Speaking
- Risk Management
- Business Succession Planning
- Retirement Planning
- New Business Development
- 401(K) Rollovers
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