agent picture

Daniel Perez

Financial Professional
Field Manager - Insurance Sales Representative - Bankers Life and Casualty Company
Leave a Referral
agent picture

Daniel PerezField Manager - Insurance Sales Representative, Sarasota, FL

request apt form icon
quote form icon
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

Closed - Opens at 9:00 AM Monday
Contact Me
Office Phone:
(941) 371-7141(941) 371-7141
Cell Phone:
(941) 875-1904(941) 875-1904
daniel.perez@bankerslife.com
Branch Info
301 N Cattlemen Rd
Ste 106
Sarasota, FL 34232
US
Hours
Day of the WeekHours
SaturdayClosed
SundayClosed
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM

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.

  • Bankers Life Logo
  • Colonial Penn Logo
  • Washington National Logo

Forget Me Not Days

At Bankers Life, our insurance agents and associates witness firsthand the impact that Alzheimer’s and dementia have on our customers, their families and their caregivers. That’s why we established Bankers Life Forget Me Not Days®, our nationwide fundraising campaign to benefit the Alzheimer’s Association®. This June marks the 23rd anniversary of the campaign. Since 2003, we’ve helped raise more than $7.8 million for the Alzheimer’s Association through the Forget Me Not Days campaign and corporate donations.

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.


Products & Services Offered in Sarasota, FL

  • Life Insurance

    Find out how life insurance can help protect the financial security of you and your family.
    Explore
  • Medicare Supplement Insurance

    Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.
    Explore
  • 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.
    Explore
  • Annuities

    Learn how an annuity can help protect and grow your retirement savings.
    Explore

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.
Reviews

Reviews for Daniel Perez

5.0
Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(14 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    GREAT CUSTOMER SERVICE
Displaying reviews 1 - 1 out of the 14 most recent

Customer Reviews for Sarasota, FL

5
Rating 4.9full star ratingfull star ratingfull star ratingfull star ratingfull star rating
(619 Reviews)
  • Linda R
    May 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Just signed up. Sarah is professional, knowledgeable, friendly, timely and a pleasure. I've already recommended her to 2 other people.
    Just signed up. Sarah is professional, knowledgeable, friendly, timely and a pleasure. I've already recommended her to 2 other people.
    Read More
    Read Less
  • Darla R
    May 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Knowledgeable and very pleasant.
    Knowledgeable and very pleasant.
    Read More
    Read Less
  • Robert T
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Mike has done an outstanding job! He takes the time to get to know us well enough to identify our needs and formulating a financial plan which best serves our interest.
    Mike has done an outstanding job! He takes the time to get to know us well enough to identify our needs and formulating a financial plan which best serves our interest.
    Read More
    Read Less
  • Bonnie H
    May 13, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I'm so glad I met Linda! She is so knowledgeable and helpful. Exactly the right person to navigate medicare. Totally took the stress right out of it. Thank you!
    I'm so glad I met Linda! She is so knowledgeable and helpful. Exactly the right person to navigate medicare. Totally took the stress right out of it. Thank you!
    Read More
    Read Less
  • Stephen C
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    GREAT CUSTOMER SERVICE
    GREAT CUSTOMER SERVICE
    Read More
    Read Less
  • Bruce C
    April 29, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service! She explains everything very well as we are all confused.During this time. I couldn't be happier with this representative to your company. All of my expectations, I have been met.
    Great customer service! She explains everything very well as we are all confused.During this time. I couldn't be happier with this representative to your company. All of my expectations, I have been met.
    Read More
    Read Less
  • Beth M
    April 28, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Astrid is very personable and knowledgeable. She made the Medicare process easy to understand. I did not feel any sales pressure. She provided meaningful information to make a decision. I would highly recommend her to any of my friends or family.
    Astrid is very personable and knowledgeable. She made the Medicare process easy to understand. I did not feel any sales pressure. She provided meaningful information to make a decision. I would highly recommend her to any of my friends or family.
    Read More
    Read Less
  • Michael M
    April 24, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Nice
    Nice
    Read More
    Read Less
  • Jeffrey S
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    The absolute the best agent ever!
    The absolute the best agent ever!
    Read More
    Read Less
  • Michael H
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative and answered all of our questions
    Very informative and answered all of our questions
    Read More
    Read Less
  • Deborah D
    April 17, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Very informative and helpful.
    Very informative and helpful.
    Read More
    Read Less
  • Richard S
    April 16, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great service!!
    Great service!!
    Read More
    Read Less
  • Kevin G
    April 14, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Jennifer’s professional presentation of the information needed to make a decision was impeccable. She was very thorough and knowledgeable. I highly recommend Jennifer Melancon.
    Jennifer’s professional presentation of the information needed to make a decision was impeccable. She was very thorough and knowledgeable. I highly recommend Jennifer Melancon.
    Read More
    Read Less
  • Shaun G
    April 10, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Shpresa is wonderful to work with. She did an exceptional job clearly explaining the insurance plans, answering my questions and addressing concerns. I was then easily able to decide what products best met my current needs.
    Shpresa is wonderful to work with. She did an exceptional job clearly explaining the insurance plans, answering my questions and addressing concerns. I was then easily able to decide what products best met my current needs.
    Read More
    Read Less
  • Thomas T
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I got medicare late in life cause I was scared of getting old. JEROMY MET ME. AND WITH HIS compassion n understanding n love he walked me thru. I chose the best . G plan. He saved my life w all my med problems. Never been so happy.. I'll admit he's one of the most honest huma
    N beings I've met in 73 yrs of living.his company should be proud. I know his GOD IS and his parents. To all who would listen. Hear me. Use Jeromy.
    I got medicare late in life cause I was scared of getting old. JEROMY MET ME. AND WITH HIS compassion n understanding n love he walked me thru. I chose the best . G plan. He saved my life w all my med problems. Never been so happy.. I'll admit he's one of the most honest huma
    N beings I've met in 73 yrs of living.his company should be proud. I know his GOD IS and his parents. To all who would listen. Hear me. Use Jeromy.
    Read More
    Read Less
  • William N
    April 8, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Linda, spends as much time with her clients as needed to ensure that they understand this complex issue. She quickly replies to communications and has always been on time for scheduled meetings.
    Linda, spends as much time with her clients as needed to ensure that they understand this complex issue. She quickly replies to communications and has always been on time for scheduled meetings.
    Read More
    Read Less
  • Sandra P
    April 4, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Capable and caring! Always willing to do that little something extra. Offers excellent practical suggestions.
    Capable and caring! Always willing to do that little something extra. Offers excellent practical suggestions.
    Read More
    Read Less
  • Diana M
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Great customer service . Very patient on explaining the process and returning phone calls.
    Great customer service . Very patient on explaining the process and returning phone calls.
    Read More
    Read Less
  • Scott B
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Lydia has been absolutely fantastic getting me through this Medicare process. Lydia Has the experience to know all the little benefits that I was not aware of and along with the best guidance for picking the perfect plan for me.
    She is passionate about helping people through the program.
    I am absolutely recommending Lydia to my family and friends!
    Lydia has been absolutely fantastic getting me through this Medicare process. Lydia Has the experience to know all the little benefits that I was not aware of and along with the best guidance for picking the perfect plan for me.
    She is passionate about helping people through the program.
    I am absolutely recommending Lydia to my family and friends!
    Read More
    Read Less
  • Angela S
    April 1, 2025
    5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Shpresa is a wonderful human, honest, and real!
    So obviously we had an immediate connection, but her professionalism and knowledge is what gives us confidence we made the right choice ❣️
    Shpresa is a wonderful human, honest, and real!
    So obviously we had an immediate connection, but her professionalism and knowledge is what gives us confidence we made the right choice ❣️
    Read More
    Read Less
Displaying reviews 1 - 4 out of the 20 most recent

FAQs

Insights From Daniel
Featured Videos
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Find out how Bankers Life long-term care insurance can offer you or a loved one the flexibility and independence you deserve.
Featured Videos
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
Universal life insurance can play a vital role in your retirement strategy. It provides long-term, permanent life insurance coverage plus more!
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.
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.
A retirement aged man and woman review their financial accounts on a laptop computer.
From 3% to 5%: Choosing the Right Retirement Withdrawal Plan for You
As retirement approaches, you’ll face a number of important decisions—and one that might not be on your radar yet is figuring out exactly how much to withdraw each month from your retirement savings. It’s a crucial question, but also a tricky one, since the right answer depends on several unknowns: how long your retirement will last, how your investments will perform, and what your living expenses will be.
A couple reviews their finances.
Navigating Financial Planning with a Reluctant Partner: 5 Tips for Success
When it comes to managing your money, we all know how crucial it is to plan and make decisions together. But let’s face it: Discussing finances with a partner isn’t always easy, especially if you don’t see eye-to-eye on the topic or if one of you is hesitant to have those tough conversations. Money can quickly become a point of tension, but ignoring it could lead to bigger problems down the road.
understanding cash on the sidelines
Understanding “Cash on the Sidelines” and the Shifting Economic Landscape
As we navigate through changing economic times, it’s essential to understand some key financial concepts that impact both individual and global economic conditions. You may have heard of the concept, “Cash on the Sidelines,” which often comes up in discussions about stock markets and worries over high risk investments and keeping money in either cash or lower risk, lower-yield investments.
Middle aged couple embracing in autumn.
How to Navigate Social Security Survivor Benefits for a Spouse
"When a loved one passes away, you may need to take some time to process your emotions and seek solace. But when the loved one is your spouse, you may have to both grieve and address a handful of immediate issues, such as figuring out funeral arrangements and costs and sorting out estate, probate, and legal expenses.",Are 60 years old or older; or if you have a disability and are 50 years old or older,Were married for at least 9 months before your spouse passed,Didn’t remarry before age 60 (or age 50 if you have a disability),More than 75% at 61,More than 80% at 63,More than 90% at 65,The deceased’s death certificate,Your and the deceased’s Social Security number,Your birth certificate and marriage certificate (if applicable),"A term or whole life insurance policy can provide a lump sum upon a spouse’s death. This can help replace lost income, cover living expenses, and provide financial stability during an emotionally difficult time.",Annuities are contracts that guarantee regular income payments for life or a set period. Some annuities offer survivor benefits that provide ongoing income to spouses.,A well-funded 401(k) or IRA can supplement survivor benefits and help maintain financial stability.,"Stocks, bonds, and mutual funds can generate dividends and capital gains to supplement Social Security benefits.",Owning rental properties can generate a steady monthly passive income stream that doesn’t rely on employment or Social Security benefits.
Older couple sits in their kitchen with a financial advisor.
Protecting Your Nest Egg: Understanding Sequence Risk in Retirement
As you prepare for retirement, one of the most important considerations is how to ensure that your nest egg lasts throughout your lifetime and you don’t outlive your money. One risk that many may overlook is sequence risk, which occurs when you face poor market returns early in retirement while you’re drawing down your savings. This can cause long-term damage to your portfolio, leaving you vulnerable later on in life.
Two seniors talking with a financial professional.
Planning for Market Uncertainty: 5 Things to Consider If the Market Is Shaky
If you’re retired or nearing retirement, market uncertainty can feel unnerving. After you’ve spent decades working, saving, and planning, it’s natural to be concerned when the market dips or prices start rising.

Let's Talk About Your Plans for Long-Term Care!

Forbes advisor badge

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?

Act Now For Your Free No-Obligation Quote