Dan Jenkins

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Professional

Dan Jenkins will provide an assessment of your current situation by helping you prioritize your goals and offer workable solutions.  Because your circumstances may change over time, Dan will be available to help you reassess your financial goals and make sure that they remain viable.

Dan Jenkins, CLU, graduated from the University of Pittsburgh in 1990.  He started his financial services business directly out of college, which credits him with over sixteen years of experience in the industry. 

Education

  • University of Pittsburgh: Bachelor of Arts in Business Communications.

Awards and Recognition

Dan JenkinsMDRT is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • National Sales Achievement Award: 1996-2007
  • Million Dollar Round Table Qualifying/Life Member: 2005-2007
  • National Quality Award: 1996-2007
  • Million Dollar Round Table Qualifying Member: 1998-1999, 2001-2004
  • Million Dollar Round Table Provisional Member: 1995

Professional Designation

Since entering the industry, Dan Jenkins obtained his Chartered Life Underwriter (CLU) designation. The Chartered Life Underwriter (CLU) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.

Earning the CLU designation has helped Dan provide a wider array of solutions, for his clients´ personal planning needs, including income replacement and estate planning.  Dan takes great pride in providing a higher level of service to his clients.  Dan has several securities licenses which gives him access to information on financial issues and products. 

Associations and Memberships

Dan JenkinsNAIFA is a member of the National Association of Insurance and Financial Advisors (NAIFA). The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

Dan is also a member of the Pennsylvania Association of Insurance and Financial Advisors.