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Daniel A. Taylor, CLU®, ChFC®, CFP®

Daniel A. Taylor, CLU®, ChFC®, CFP®

Director of Brokerage Sales, Atlanta Office

We work with the Southeast’s top financial professionals to provide concierge insurance solutions for Physicians, Executives, and Small Business Owners. My team is focused on providing exceptional service from start to finish. We proudly represent the Guardian Life Insurance Company, an industry leading provider of life and disability insurance products.


We take Initiative. We are competitive. We are persistent. We are not successful until you are successful.

Territory:

  • Georgia, South Carolina, North Carolina

 

Specialties:

  • Individual Disability Insurance for Physicians and Dentists
  • Individual Disability Insurance for Business Owners, Executives, and Key Employees
  • Life and Disability Insurance for Buy/Sell Agreements
  • Business Planning with Life Insurance: Executive Benefits, Retention, Deferred Compensation
  • Premium Finance, Qualified Plans, and Advanced Planning
  • On-site Continuing Education and Training Seminars

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.