Daniel M. Day, CLU®, ChFC®, CLTC®
Wealth Management Advisor


Daniel M. Day & Associates

Professional

Before Dan Day can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know Dan.

A graduate of the University of Colorado-Boulder, Dan Day has been serving the Boulder-Denver community since 1981.

Dan specializes in personal financial and estate planning, as well as helping people achieve a sense of financial security.

Dan Day earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations through the American College in Bryn Mawr, Pennsylvania. Dan has also earned the Certified in Long Term Care (CLTC) designation.

 

The Chartered Financial Consultant (ChFC) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

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.

The Certified in Long Term Care (CLTC) designation is a program independent of the insurance and financial industry and focuses on provding Financial Professionals the tools they need to meet their clients long-term care needs. The "CLTC" program provides a comprehensive education on the subject of extended care planning which intersects other professions such as financial planning, tax law, home care, government funding and elder law.

 

Dan also represents all Northwestern Mutual Financial Representatves, serving as Committee Chair for the Field Marketing Committee of The Northwestern Mutual Financial Representatives Association "FRA" and as a former Director on the FRA Board .

Articles Published

  • "It's Never Too Late to Start Saving for Retirement", The Boulder County Business Report, April 2007. Click here to read the article
  • "Charitable Remainder Trust: One Gift-giving Option to Minimize Estate Taxes", The Boulder County Business Report, March 2001
  • "How Asset Allocation Pays", ColoradoBiz Magazine, September 2000
  • "Surviving Rocky Financial Markets", ColoradoBiz Magazine, June 2000
  • "Life and Death Estate Checklist, Parts I & II", ColoradoBiz Magazine, February & March 2000
  • "Venture Capitalists for Philanthropy", ColoradoBiz Magazine, June 1999
  • "Firms, Families Can´t Put Off Estate Planning", The Boulder County Business Report, April 1998
  • "Disability Planning Critical to Financial Health", The Boulder County Business Report, February 1994.

Achievements

  • Life and Qualifying Member of the Million Dollar Round Table since 1987 with 4 "Top of the Table" achievements.
  • National Quality Award winner for 27 years, National Sales Achievement Award for 22 years.
  • Career lifetime insurance production: 5500 lives on approximately $800,000,000 of insurance coverage.

Awards and Recognition

  • Million Dollar Round Table Qualifying Member (1988-1995)
  • National Quality Award (1986-Present)
  • National Sales Achievement Award (1986-1996, 1998-2004, 2009-2012)
  • Million Dollar Round Table Qualifying/Life Member (1996-2012)
     
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck