Daniel Banks
President at Silver Crest Insurance, Inc.- Claim this Profile
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Bio
Matt Fodor
Dan is the guy you need to turn to for answers to your Medicare supplemental insurance questions or if you know anyone with Medicare. Dan is a true professional and will make sure he finds the solution best for you.
Maria S.
Dan has a very good knowledge invited him to speak with those who wanted to find out more about Medicare supplemental insurance during the open enrollment time. His knowledge, explanation, caring and taking this very complex subject and making in understandable to those that are looking at this insurance was just amazing.
Matt Fodor
Dan is the guy you need to turn to for answers to your Medicare supplemental insurance questions or if you know anyone with Medicare. Dan is a true professional and will make sure he finds the solution best for you.
Maria S.
Dan has a very good knowledge invited him to speak with those who wanted to find out more about Medicare supplemental insurance during the open enrollment time. His knowledge, explanation, caring and taking this very complex subject and making in understandable to those that are looking at this insurance was just amazing.
Matt Fodor
Dan is the guy you need to turn to for answers to your Medicare supplemental insurance questions or if you know anyone with Medicare. Dan is a true professional and will make sure he finds the solution best for you.
Maria S.
Dan has a very good knowledge invited him to speak with those who wanted to find out more about Medicare supplemental insurance during the open enrollment time. His knowledge, explanation, caring and taking this very complex subject and making in understandable to those that are looking at this insurance was just amazing.
Matt Fodor
Dan is the guy you need to turn to for answers to your Medicare supplemental insurance questions or if you know anyone with Medicare. Dan is a true professional and will make sure he finds the solution best for you.
Maria S.
Dan has a very good knowledge invited him to speak with those who wanted to find out more about Medicare supplemental insurance during the open enrollment time. His knowledge, explanation, caring and taking this very complex subject and making in understandable to those that are looking at this insurance was just amazing.
Credentials
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AHIP
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Experience
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Silver Crest Insurance, Inc.
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United States
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Insurance
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1 - 100 Employee
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President
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Jun 2014 - Present
Silver Crest Insurance, Inc. is an independent insurance agency specializing in Medicare insurance plans. Conveniently located in the Lehigh Valley, we have offices in Bethlehem, Macungie and Mountain Top, PA. Silver Crest Insurance, Inc. is an independent insurance agency specializing in Medicare insurance plans. Conveniently located in the Lehigh Valley, we have offices in Bethlehem, Macungie and Mountain Top, PA.
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President/Founder
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Dec 2009 - Jun 2014
LVSS offers Medicare insurance plan options to seniors new to Medicare and in addition will review the plans of current Medicare benefitiaries. We work with seniors to customize a plan according to thier health needs and financial priorities. We represent many top rated insurance companies allowing us to be unbiased with our recommendations and extremely competive with our pricing. LVSS offers Medicare insurance plan options to seniors new to Medicare and in addition will review the plans of current Medicare benefitiaries. We work with seniors to customize a plan according to thier health needs and financial priorities. We represent many top rated insurance companies allowing us to be unbiased with our recommendations and extremely competive with our pricing.
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Milestone Financial Associates,LLC
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United States
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Financial Services
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1 - 100 Employee
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Insurance/Financial Advisor
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Aug 2008 - Jul 2010
Helped Milestone Clients by reviewing thier investment/ insurance plans and making changes if necessary. Helped Milestone Clients by reviewing thier investment/ insurance plans and making changes if necessary.
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M&T Securities
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United States
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Investment Banking
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1 - 100 Employee
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Financial Consultant
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Aug 2005 - Aug 2007
Managed investment program for six bank branches located throughout the Lehigh Valley. Main responsibilites were to drive insurance and investment sales with very specific yearly goals in each categorie. Other responsibilites were to supervise and train licensed bank personel with respect to insurance and investment related activities. Managed investment program for six bank branches located throughout the Lehigh Valley. Main responsibilites were to drive insurance and investment sales with very specific yearly goals in each categorie. Other responsibilites were to supervise and train licensed bank personel with respect to insurance and investment related activities.
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Financial Advisor
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Aug 2000 - Aug 2005
Insurance and Financial representative for the Guardian Life Insurance Company. Utilized the LEAP planning system to design and implement protection and savings strategies for individuals and businesses. Insurance and Financial representative for the Guardian Life Insurance Company. Utilized the LEAP planning system to design and implement protection and savings strategies for individuals and businesses.
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Education
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1991 - 1995
Kutztown University of Pennsylvania
Psychology, Criminal Justice -
1990 - 1991
Mansfield University of Pennsylvania
Community
