Financial Advisor Benefits
Dan Holt is a Founding Partner at Financial Advisor Benefits, with previous experience at Lincoln Financial Group as Vice President and Regional Director of Distribution. Dan graduated with a Bachelor's degree in Accounting and Finance from Marshall University.
This person is not in any teams
Financial Advisor Benefits
Financial Advisor Benefits (FAB) is an organization that was formed to provide Group Benefits to the Independent Financial Advisor. We bridge the gap between the non-traditional client and the insurance carrier by offering a variety of group benefits. We offer Group Long-Term Disability, Full-Time Staff Disability, Dental Coverage, Vision Coverage, Hospital Indemnity Care and Accident Coverage to Independent Financial Advisors and their full-time staff. We proudly handle all administration and customer service of the benefits. It’s simple - we serve you the Independent Advisor!