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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
Open Now - Closes at 5:00 PM
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 |
|---|---|
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
Request An Appointment
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
How Long Will My Retirement Savings Last?
Determine how long your retirement savings may last considering your monthly spending, sources of income, inflation and more.Estimate Social Security Benefits
Estimate your future Social Security benefits based on your income history and expected retirement age.Traditional 401(k) or Roth 401(k)?
How do traditional 401(k) and Roth 401(k) contributions differ, and which option best suits your financial needs?Retirement Income Estimator
Input your current savings and income sources to estimate your future retirement income and assess if you’re on track to meet your goals.
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
(15 Reviews)- 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
Displaying reviews 1 - 1 out of the 15 most recent
Customer Reviews for Sarasota, FL
5
Rating 4.9
(866 Reviews)- November 20, 20255.0 out of 5.0Rating 5.0Lady, it was great. Very easy to deal with. Had all the answers that were in our best interest
- November 19, 20255.0 out of 5.0Rating 5.0Sarah has been super helpful. She's very knowledgeable, which has helped us immensely in our decision making. We feel very fortunate to have her as part of our financial team.
Thank you, Sarah!! - November 18, 20255.0 out of 5.0Rating 5.0Sarah has a true interest in learning about her clients. We felt very confident making decisions with her guidance.
- November 17, 20255.0 out of 5.0Rating 5.0I told Jeff about my past experiences of being duped-and at this time I was truly afraid to trust any professional.
Jeff explained everything on my level.
I’m a Nurse-not an insurance professional.
I felt at-ease because ge is so professional and knowledgeable. - November 15, 20255.0 out of 5.0Rating 5.0Belinda and I had a lovely lunch together, she was very thorough and asked me what I need the insurance for ,she was very understanding and was taking all the information. She directed me to take care of me and my family in the most professional and gracious way.
I would strongly encourage anybody who needs help and guidance to talk to Belinda. She’s a wonderful lady. - November 15, 20255.0 out of 5.0Rating 5.0Belinda went above and beyond to help me understand my options. Professional, responsive, and genuinely caring. Five stars!
- November 14, 20255.0 out of 5.0Rating 5.0If you are struggling with all the options in selecting your policy that best fits your needs. Reach out to this lady she will walk you thru all options! Finally someone you can trust!
- November 14, 20255.0 out of 5.0Rating 5.0She is so nice and always takes her time to let me know the pros and the cons of my decisions.
She knows and understands the system well.
Definitely would recommend anyone to have her as their agent. - November 14, 20255.0 out of 5.0Rating 5.0Belinda and Jeff Marty are not only incredible at what they do, (life insurance), they are terrific people as well. They really know their stuff. When they came to our home to discuss our life insurance needs, we felt so very comfortable with them. They answered all our questions and helped educate us on what matches our needs. They are advocates in the community and try to help others around every turn. We HIGHLY recommend them.
- November 14, 20255.0 out of 5.0Rating 5.0Working with Belinda has been a phenomenal experience. She is very knowledgeable in what she does and I continue to look forward working with her.
- November 14, 20255.0 out of 5.0Rating 5.0Absolutely the best customer service. Excellent response time. I’d highly recommend anyone who wants a good deal to contact her.
- November 14, 20255.0 out of 5.0Rating 5.0Excellent customer service. Belinda is very knowledgeable and is a great person. I highly recommend Belinda there is nobody else like her.
- November 14, 20255.0 out of 5.0Rating 5.0Belinda truly cares about the people she helps. She takes the time to understand your individual needs and recommends what she genuinely believes will benefit you and your family most. She treats you like a person, not a number, and gives you the same care and attention she would give her own family. I highly recommend her services, over and over again. She’s amazing!
- November 14, 20255.0 out of 5.0Rating 5.0Belinda provides individual service to you. She tests everyone like she would treat her own family members. Very compassionate individual.
- November 14, 20255.0 out of 5.0Rating 5.0If you're searching for an honest professional, look no further. She knows her job inside and out with no fluff, just pure professionalism with 100% guidance... step by step. No pressure or pushiness. Kudos 👏🏼
- November 13, 20255.0 out of 5.0Rating 5.0Linda is very knowledgeable and patient. She made a topic I dread understandable
- November 13, 20255.0 out of 5.0Rating 5.0Linda went over and above any customer service I have ever experienced.
Helping me understand and navigate medical coverage was made easy by her knowledge and expertise. - November 13, 20255.0 out of 5.0Rating 5.0Sara has been extremely helpful and thorough over the years with her suggestions on healthcare and insurance coverage. Her customer service comes first. Most importantly, I consider Sara to be a friend with my best interests in mind.
- November 11, 20255.0 out of 5.0Rating 5.0She is a great help with our needs in this ridiculous mess of heath insurance these days. Alway available for questions and is informative on every insurance front. Great to work with, always their when we need her!
- November 9, 20255.0 out of 5.0Rating 5.0Sara provides great customer service and is very knowledgeable of the available senior health insurance products. I would not hesitate to recommend her to my family and friends!
Displaying reviews 1 - 4 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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