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Danny Lai

Unit Field Trainer - Insurance Sales Representative, Bankers Life and Casualty Company
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
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Danny LaiFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Fort Wayne, IN

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Meet Danny Lai
Personal Business Philosophy
Dedicated to helping clients with their financial goals as they prepare for retirement. Being a trusted partner and advocate by providing solutions and options that are in my clients best interest.
licensed in
IN, MA, MD, OH
professional background
Joined Bankers Life in 2016Became a Financial Representative in 2015Began work in the Insurance Industry in 2015Education: Bachelor's Degree Marquette University
designations received
Company Recognitions: Territory Rising Star 2017Financial Representative Designations: Limited Securities Representative: Series 6; State Registrations: Series 63; Uniform Exam: Series 65
personal background
Family: Married, with 2 adopted kidsCommunity Involvement: Attends St Elizabeth Church, Volunteer Coach
additional languages
Cantonese

Danny Lai, Bankers Life Agent and Bankers Life Securities Financial Representative in Fort Wayne, IN

9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PM 9:00 AM - 7:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(260) 489-1645(260) 489-1645
Cell Phone:
(260) 267-6565(260) 267-6565
danny.lai@bankerslife.com
Branch Info
2720 Dupont Commerce Ct
Ste 110
Fort Wayne, IN 46825
US
Hours
Day of the WeekHours
Monday9:00 AM - 7:00 PM
Tuesday9:00 AM - 7:00 PM
Wednesday9:00 AM - 7:00 PM
Thursday9:00 AM - 7:00 PM
Friday9:00 AM - 7:00 PM
SaturdayClosed
SundayClosed

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 22nd anniversary of the campaign. Since 2003, we’ve helped raise nearly $7.5 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 Fort Wayne, IN

  • 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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  • Brokerage Services

    As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
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  • Advisory Services

    As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
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Reviews

Reviews for Danny Lai

4.6
Rating 4.6full star ratingfull star ratingfull star ratingfull star ratinghalf star rating
(3 Reviews)
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    Danny is an exceptional financial advisor. He got to know us and our goals. He’s extremely knowledgeable and explained things in a way we could understand. He gave us different options and was not pushy at all. He has a great personality and is very easy to talk to. We highly recommend Danny for any financial advice you might need or just for a check up on your current goals. Thank you, Danny!
  • 5.0 out of 5.0
    Rating 5.0full star ratingfull star ratingfull star ratingfull star ratingfull star rating
    I had tried for 2 weeks to get Social Security appointment...my new agent Danny was able to connect me to them and neducare in 20 minutes!! I will never forget how he came to my aid..answerred my questions you can tell Danny Lai truly cares!!!!
  • 4.0 out of 5.0
    Rating 4.0full star ratingfull star ratingfull star ratingfull star rating
    Personal , and very easy to talk too. Has no problem explaining with needed. Great personality. Can’t wait to learn more about my finances and how these work.
Displaying reviews 1 - 1 out of the 3 most recent

FAQs

Insights From Danny
Featured Videos
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.
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.
Featured Videos
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.
Bankers Life and Casualty Company clients Rick and Jan Tshudy of Palmyra, Pennsylvania share their story about choosing critical illness insurance.

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?

Act Now For Your Free No-Obligation Quote