Developing life-plan roadmaps for his clients.
One of eight children growing up on a family farm in northwest Ohio, Dan Turnwald learned the value of hard work early in life. Today, his outstanding work ethic benefits all his clients and has earned him a spot in the Million Dollar Round Table (MDRT) nearly every year since 2004. MDRT members are among the top 2 percent of industry professionals worldwide, and they demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. Due to his industry knowledge, Dan was also selected to serve as a MDRT committee member, providing input to improve education experience for members.
Dan strives to provide his clients the peace of mind that comes from having a well-thought-out approach to pursuing their goals. He is a sought-after speaker on such topics as life planning, insurance, and minimizing taxes.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Education
Dan attended The Ohio State University, where he earned a Bachelor’s degree in mechanical engineering.
Registrations
Life and Health Insurance License: OH
LUTCF® (Life Underwriter Training Council Fellow)
Personal
Married more than 25 years, Dan and his wife, Kathy, have five children (Rachel, Jonathan, Grace, Rose, and Clare). Dan enjoys biking, running, and spending time outdoors.
