Dan Munroe

Background

About Dan Munroe

I entered this profession because I realized that my previous career experience gave me a unique ability to guide my clients through the sometimes complex process of creating a financial strategy. I love learning about my clients and gaining an insight into their ideal future. By identifying their hopes and concerns, I am able to develop a clearly defined roadmap that will help them achieve their objectives. I make sure that my clients understand the mechanics of any strategies or products we incorporate into their financial strategy and demonstrate how it helps them meet their goals. Just as my clients' needs are unique, so are my abilities to help. Background: I provide life and disability insurance solutions for affluent individuals and business owners throughout the United States. My background prior to serving as an advisor is unique and helps me serve my clients unique planning needs. As the former head of product development with AXA Equitable, I managed a division which designed and manufactured life insurance products I’ve also served as assistant general counsel, head of estate and business planning, and managed a sales division at other major life insurance companies. To keep up with the constantly changing trends in the industry, I belong to several study groups and organizations which monitor tax laws, product changes, and concept updates. I also write and have spoken nationally on a variety of topics which assist attorneys, CPAs and trust officers best serve the needs of their clients.