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Daniel Perez
Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(941) 702-7062(941) 702-7062
Daniel PerezField Manager - Insurance Sales Representative, Sarasota, FL
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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
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
Branch Info
301 N Cattlemen Rd
Ste 106
Sarasota, FL 34232
US
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 |
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Products & Services Offered in Sarasota, FL
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.
Financial Calculators & Tools
Our calculators are here to help support your retirement and insurance planning needs so you can make confident and informed decisions.
Retirement Calculators
Insurance Calculators
For information and educational purposes only. Does not constitute investment advice or a recommendation.
Explore Medicare Advantage
Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
Reviews
Reviews for Daniel Perez
5.0
Rating 5.0
(25 Reviews)- July 2, 20265.0 out of 5.0Rating 5.0Mr. Daniel Perez was very professional, respectful and knowledgeable about the Medicare Plans and Supplementary Plans explaining each one clearly so with the question that I had were addressed to where I understood perfectly as to what choices The overall pressure that I felt prior to this visit thinking that I knew enough to make the right decision if I applied on my own well, I'm very fortunate I made that appointment. Mr. Perez is excellent with the profession he has chosen and I THANK YOU
- June 10, 20265.0 out of 5.0Rating 5.0My husband and I were extremely impressed with Daniel’s knowledge and his professionalism. It was a pleasure to meet with him and also Tatsiana Merkulova. We highly recommend their services!
- June 9, 20265.0 out of 5.0Rating 5.0Daniel Perez came to our home to talk about the types of medical options we had from social security. Daniel was able to show us all the options we had and was very helpful with all the questions we ask him. Daniel was very knowledgeable, we were very happy that he was able to educate us and help us make the right decision. I would definitely recommend him to our friends.
- June 9, 20265.0 out of 5.0Rating 5.0“Outstanding service! My insurance representatives, Daniel was knowledgeable, responsive, and very helpful throughout the entire process. He made everything easy to understand and answered all my questions. He helped me choose the best coverage for my needs. Highly recommended!”
- June 5, 20265.0 out of 5.0Rating 5.0Excellent! Daniel is very knowledgeable and takes time to make sure you understand what you are purchasing. He treats you with respect and as a client, not a number. It's very obvious he takes pride in his profession and wants to do the best for his clients. Very professional.
- May 30, 20265.0 out of 5.0Rating 5.0It was a pleasure working with Daniel and Tatsiana on our family's needs. They were courteous and professional definitely recommended.
- May 13, 20265.0 out of 5.0Rating 5.0Very good
- April 28, 20265.0 out of 5.0Rating 5.0Great advice. Very knowledgeable.
- April 9, 20265.0 out of 5.0Rating 5.0A pleasure to deal with . I
Informative and knowledgeable. - November 26, 20255.0 out of 5.0Rating 5.0He was very experienced and explained all the details
- October 8, 20255.0 out of 5.0Rating 5.0That was an excellent presenter. He made me feel very comfortable and relaxed about a very important decision. He guided me in the right direction from my set of circumstances. Chris was also very attentive during the process. I look forward to years of assignment with him. Thank you
- April 29, 20255.0 out of 5.0Rating 5.0GREAT CUSTOMER SERVICE
- February 16, 20255.0 out of 5.0Rating 5.0Answered all questions
- February 16, 20255.0 out of 5.0Rating 5.0Very polite and helpful to explaining everything to me
- February 13, 20255.0 out of 5.0Rating 5.0He's the BEST!!
- December 24, 20245.0 out of 5.0Rating 5.0He's very knowledgeable
- January 16, 20245.0 out of 5.0Rating 5.0Daniel 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!
- January 10, 20245.0 out of 5.0Rating 5.0Daniel was great in answering all my questions and explaining plans to me. I appreciate all his patience and help. Thank you Daniel!
- November 25, 20235.0 out of 5.0Rating 5.0We really appreciated meeting Daniel Perez and Jonathan Thyng, teo great agents
- February 6, 20235.0 out of 5.0Rating 5.0Exceptional service! Very professional and down to earth. Refer your family and friends they will be happy to work with him.
Displaying reviews 1 - 1 out of the 20 most recent
FAQs
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.
Insights From Daniel
Making Life Insurance part of your “Life” story
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.
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.
The Living Benefits of Life Insurance
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits...
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Life insurance that pays benefits while you’re living? Beyond just covering funeral expenses, certain Bankers Life policies offer living benefits, which can be used to help replace lost income or other needs.
Make a Plan for your Long-term Care
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Learn how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Benefits of Long-term Care Insurance
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
Learn how long-term care insurance provides benefits for assisted care, and can help cover some health care costs associated with aging.
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