Daniel Banks

Experience

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  The Guardian Life Insurance Company, First Financial Group

  Aug 2000 - Aug 2005

  Financial Advisor

  Insurance and Financial representative for the Guardian Life Insurance Company. Utilized the LEAP planning system to design and implement protection and savings strategies for individuals and businesses.

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  M&T Securities

  Aug 2005 - Aug 2007

  Financial Consultant

  Managed investment program for six bank branches located throughout the Lehigh Valley. Main responsibilites were to drive insurance and investment sales with very specific yearly goals in each categorie. Other responsibilites were to supervise and train licensed bank personel with respect to insurance and investment related activities.

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  Milestone Financial Associates,LLC

  Aug 2008 - Jul 2010

  Insurance/Financial Advisor

  Helped Milestone Clients by reviewing thier investment/ insurance plans and making changes if necessary.

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  Lehigh Valley Senior Solutions

  Dec 2009 - Jun 2014

  President/Founder

  LVSS offers Medicare insurance plan options to seniors new to Medicare and in addition will review the plans of current Medicare benefitiaries. We work with seniors to customize a plan according to thier health needs and financial priorities. We represent many top rated insurance companies allowing us to be unbiased with our recommendations and extremely competive with our pricing.

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  Silver Crest Insurance, Inc.

  Jun 2014 - now

  President

  Silver Crest Insurance, Inc. is an independent insurance agency specializing in Medicare insurance plans. Conveniently located in the Lehigh Valley, we have offices in Bethlehem, Macungie and Mountain Top, PA.