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.
Daniel Holloway
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(980) 245-5218(980) 245-5218
Daniel HollowayFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., Charlotte, NC
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Meet Daniel Holloway
Personal Business Philosophy
Building strong relationships by assisting clients in achieving financial goals while educating and providing solutions for retirement.
licensed in
FL, GA, MI, NC, SC, VA, WV
professional background
Joined Bankers Life in 2009Became a Financial Representative in 2014Began work in the Insurance Industry in 2009Education: Marietta College, Bachelor of Science, Leadership Studies. Coursework included: Psychology- understanding financial behavior, markets
designations received
Company Recognitions: MDRT, PHCInsurance Designations: CLTC, APPFinancial Representative Designations: 7, 66
personal background
Family: Married wife Kelly in 2021, 2 dogs - Luka & SalCommunity Involvement: Moments of Hope Church, Kingdom Advisors, BBBS NC, A Better World CLT, Seeds of Hope, Porsche Club of America
Daniel Holloway, Bankers Life Agent and Bankers Life Securities Financial Representative in Charlotte, NC
8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PM 8:00 AM - 5:30 PMClosed Today Closed Today
Contact Me
Office Phone:
(704) 541-9592(704) 541-9592
Direct Phone:
(980) 245-5218(980) 245-5218
Branch Info
10706 Sikes Pl
Ste 300
Charlotte, NC 28277
US
Hours
Day of the Week | Hours |
---|---|
Monday | 8:00 AM - 5:30 PM |
Tuesday | 8:00 AM - 5:30 PM |
Wednesday | 8:00 AM - 5:30 PM |
Thursday | 8:00 AM - 5:30 PM |
Friday | 8:00 AM - 5:30 PM |
Saturday | Closed |
Sunday | Closed |
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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
Products & Services Offered in Charlotte, NC
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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
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. - Explore
Advisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Reviews
Reviews for Daniel Holloway
4.9
Rating 4.9
(13 Reviews)- February 19, 20245.0 out of 5.0Rating 5.0Great Customer Service
- April 3, 20235.0 out of 5.0Rating 5.0Daniel is the best!! He is a 5 star plus! always available and helpful
- February 28, 20235.0 out of 5.0Rating 5.0We have always received great customer service. Daniel takes time to listen to our questions. He is always available to answer them. Daniel is constantly keeping us updated. We are very happy with Daniel.
- February 15, 20235.0 out of 5.0Rating 5.0Dan is the most personable agent anyone could ask for. He is very knowledgeable and takes great pride in tailoring the experience for his customers needs. I would recommend Dan to anyone who is serious about retirement planning.
- February 15, 20235.0 out of 5.0Rating 5.0A phone call away always helpful
- February 14, 20235.0 out of 5.0Rating 5.0We are extremely happy with Dan. He is very knowledgeable, very professional and very friendly. We are very lucky to have Dan as our financial advisor.
- February 14, 20235.0 out of 5.0Rating 5.0Dan is the best agent I have had and always there for me when I need him so blessed to have him on my side. He is honest and trustworthy and I have recommended him to friends and family. If there is something I don't understand he is there to help me and takes the time for me to understand. Thanks for being my agent couldn't do it without you.
- February 14, 20235.0 out of 5.0Rating 5.0Great customer service
- February 14, 20235.0 out of 5.0Rating 5.0Excellent customer service
- February 14, 20235.0 out of 5.0Rating 5.0Daniel is very professional and has given me great advise on my 401k selections and contributions.
- February 14, 20235.0 out of 5.0Rating 5.0Daniel is very professional and has helped out greatly
- February 13, 20234.0 out of 5.0Rating 4.0Dan tries to provide me support that will be of benefit!
- February 13, 20235.0 out of 5.0Rating 5.0Great person, Excellent service.
Displaying reviews 1 - 1 out of the 13 most recent
FAQs
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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?
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