- 3440 Preston Ridge Road, Suite 325
- Alpharetta, GA 30005
As the National Disability Specialist for The Todd Organization, Dan provides one-on-one, concierge benefit consulting, advocates on behalf of the client with insurance carriers, and negotiates with underwriters for innovative and creative business solutions. His insight into disability needs, product offerings from a variety of carriers and the governing industry regulations gives him the expertise to direct the disability plan designs that The Todd Organization implements with its clients.
Dan is a frequent guest lecturer for insurance seminars nationwide and has spoken at events for groups such as the Society of Actuaries and the Georgia Society of Certified Public Accountants. Dan holds Disability Income Fellow (DIF), Disability Income Associate (DIA), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Long-term Care (CLTC) designations; and is a distinguished graduate of Northern Illinois University.