Christopher Daniels CFP®, CLU®, ChFC®
President
Christopher Daniels has been dedicated to the niche market of premium financed life insurance for the better part of the last decade. This market provides high net worth clients with the ability to borrow money on competitive terms to efficiently pay life insurance premiums. Chris has helped affluent families evaluate and understand this complex transaction and determine its suitability. His expertise has also made him a key partner and a trusted resource for many industry experts.