Daniel A. Templin
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Employee Benefit Specialist Dan joined the Orange County organization twenty years ago. He completed his undergraduate work from UCI. While heavily involved in his PhD program Dan realized he was better suited to the employee benefit arena. He has worked hard in every aspect of the business, including research and benefit comparison, designing computer program analysis, as well as the process and business development. Dan will be focusing not only on fundamental employee benefits surrounding the health business, but will be in charge of in depth development and growth in the 401(k) arena. "We strive to exceed our clients' expectations by providing quality service, innovative solutions and a superior level of professionalism and competency. Our business is focused on effectively marketing and servicing employee benefit solutions to clients representing all sizes and types of businesses. In partnership with Northwestern Mutual Financial network Representatives, our Newport Beach staff works to understand the employee benefit needs of our clients and develop benefit plans that fit those needs while meeting their budget requirements. Our strategy has always been to connect with our clients-meeting their needs today and planning for their needs tomorrow. We stay in touch with the industry trends, the market cycles, and most importantly, the client's growth. To our utmost, we remain loyal to our clients and pursue what is in their best interest." |
