We are an award-winning MGA, recognized by the industry for providing education, training, expertise and technology. We one of the few MGAs not owned by an insurance company. Our term product is generally offered by referral from one of our advisors, but it can also be purchased here.
About Us
Need Help?
I’m Dan Steinkey and I’m here to help.
Phone:
(204) 500-5115
With over 25 years of experience, my focus is on educating clients to help them make well-informed decisions. I prioritize personalized service over rushing through consultations, believing that informed choices lead to lasting benefits.
I continually enhance my industry knowledge through professional designations, including Certified Financial Planner and Certified Executor Advisor, to provide valuable support without escalating fees. My expertise extends to assisting families, small business owners, and incorporated professionals in planning for retirement, regardless of their financial standing.
I prefer to work with clients who genuinely need my services and with whom I have a good rapport. Outside of work, I enjoy spending time with my wife Adrienne and our two young boys, playing pickleball, cooking, and sharing fine wine with friends.
