Daniel Perez

Financial Professional

Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company

Direct Phone:

(941) 702-7062(941) 702-7062

5.0

(10 Reviews)Leave a Review

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Meet Daniel Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

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Meet Daniel Our Brands and Partners Explore Medicare Advantage Our Products & Services Reviews FAQs Insights

Meet Daniel Perez

Personal Business Philosophy

My goal is to offer solutions that meet your needs today and for the life of your retirement. I believe in building a personal relationship with you as my client, so I can better understand your retirement goals and help you get there with confidence and peace of mind.

licensed in

FL License: W258977

professional background

Began work in the Insurance Industry in 2015Education: ULPGC, Spain

personal background

Family: My wife Lisa and my two children

Daniel Perez, Bankers Life Agent in Sarasota, FL

9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today

Contact Me

Office Phone:

(941) 371-7141(941) 371-7141

Direct Phone:

(941) 702-7062(941) 702-7062

Cell Phone:

(941) 875-1904(941) 875-1904

daniel.perez@bankerslife.com

Branch Info

301 N Cattlemen Rd

Ste 106

Sarasota

FL 34232

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Hours

Day of the Week	Hours
Monday	9:00 AM - 5:00 PM
Tuesday	9:00 AM - 5:00 PM
Wednesday	9:00 AM - 5:00 PM
Thursday	9:00 AM - 5:00 PM
Friday	9:00 AM - 5:00 PM
Saturday	Closed
Sunday	Closed

Our Brands and Partners

Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.

Explore Medicare Advantage

You have many choices when it comes to Medicare – I can help you compare Medicare Advantage plans to find the right coverage for you. * Medicare Advantage (Part C) is an all\-in\-one alternative to Original Medicare Parts A and B. * It offers similar coverage, and with the optional benefit of prescription drug coverage (Part D). * Medicare Advantage Plans include an annual maximum out of pocket limit, and some plans offer premiums as low as $0 per month.

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Products & Services Offered in Sarasota, FL

Life Insurance
Find out how life insurance can help protect the financial security of you and your family.
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Medicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
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Long-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
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Annuities
Learn how an annuity can help protect and grow your retirement savings.
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Reviews

Reviews for Daniel Perez

5.0

(10 Reviews)

Mary H
December 24, 2024
5.0 out of 5.0
Rating 5.0
He's very knowledgeable
Cinda S
January 16, 2024
5.0 out of 5.0
Rating 5.0
Daniel Perez gives excellent service and is always available to answer my questions. I had so many questions when it came time to go on Medicare. Daniel made it easy and gave me great advice for my supplement. Thank you Daniel!
Lucinda P
January 10, 2024
5.0 out of 5.0
Rating 5.0
Daniel was great in answering all my questions and explaining plans to me. I appreciate all his patience and help. Thank you Daniel!
Giorgio D
November 25, 2023
5.0 out of 5.0
Rating 5.0
We really appreciated meeting Daniel Perez and Jonathan Thyng, teo great agents
Lizeth V
February 6, 2023
5.0 out of 5.0
Rating 5.0
Exceptional service! Very professional and down to earth. Refer your family and friends they will be happy to work with him.
Diane C.
January 20, 2023
5.0 out of 5.0
Rating 5.0
I liked Daniels information on what I can take advantage of in life insurance.
Sylvia B.
November 23, 2022
5.0 out of 5.0
Rating 5.0
Great, professional, and pleasant!!
Amy R.
June 16, 2022
5.0 out of 5.0
Rating 5.0
The best customer service ever!! Daniel cares about every detail…always there to answer all my questions and returns calls, texts and emails promptly!
Lilly F.
April 20, 2022
5.0 out of 5.0
Rating 5.0
Very knowledgeable about best option for me
Alfredo G.
September 8, 2021
5.0 out of 5.0
Rating 5.0
Great experience to deal with him, very helpful!

Displaying reviews 1 - 1 out of the 10 most recent

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FAQs

Long-term care is the type of assistance people need when they can no longer perform some or all basic activities of daily living (ADLs) which can include eating, bathing, continence, dressing, toileting and transferring (that is, moving in or out of a bed, chair or wheelchair). Long-term care needs typically arise as part of the normal aging process, but they also can be due to an injury or illness, such as multiple sclerosis, stroke or rheumatoid arthritis, or due to a cognitive impairment like Alzheimer’s disease. Medicare may not cover many of these costs associated with aging.

Insights From Daniel

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Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.

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Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!

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Featured Videos

Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insu...

Find out how life insurance can be an important aspect of retirement planning. Learn about the different types of life insurance and why life insurance is important for everyone, no matter their age.