Insurance Service Assistant
Drew has partnered with Daniel Wealth Management since 2020, providing Daniel Wealth Management with access to 50+ A Rated Life Insurance Companies. Drew provides insight to Life Insurance products and underwriting practices. He aids the Daniel Wealth Management team in designing the best solution for a client's specific situation and implementing that design into their portfolio. After implementation, Drew takes pride in auditing and monitoring in-force policies to ensure they work as designed; and continue to be aligned with clients' goals and needs.