Financial Planning – Insurance Solutions You will find what you need here to assist you in putting the proper insurance in place to protect your assets.
We are passionate about assisting people in putting together the puzzle pieces of their financial well-being. We strive to serve people to the best of our ability with integrity, compassion, and a commitment to education and developing resources to support this effort. Our goal is to take the confusion out of insurance choices and to educate and navigate people through the system to the most cost-effective options for each individual and small group.
Elise was born and raised in Ohio and is a proud Buckeye and graduate of The Ohio State University where she received a Bachelors of Science Degree in Animal Science. Elise went on after school to pursue a career in the equine world and worked in many capacities. She culminated this pursuit by owning and operating a successful equine sales business in Northern Virginia for nearly 15 years.
Elise gained some corporate experience working for an investment banking firm that was headquartered in Tampa, Florida handling the marketing and PR for that firm for three years.
She then went on to work for Discovery Communications where she did marketing work for both The Discovery Channel and The Learning Channel.
Elise moved to Idaho in 2005 where she opened and operated a franchise business initially. Elise then started Daniel Insurance, LLC in January, 2010. After realizing that many people in the industry here didn’t have the depth of knowledge to do a thorough job assisting people with their insurance needs, Elise got inspired and went back to school to pursue her Masters Degree. In May, 2016 Elise proudly received her diploma for the degree of Master of Family and Consumer Sciences with a major in Family Financial Planning.
Elise then became and Accredited Financial Counselor ® in 2016 and continues to harbor a desire for continuing education and expanding knowledge that can help friends, family and clients in their financial planning processes including financial counseling and insurance solutions where appropriate.
Co-Sponsored by Regence Blue Shield of Idaho.
Elise will be presenting monthly Educational Seminars for people aging into Medicare and/or planning their retirement. Open to anyone wanting to understand our Medicare system and the options for Medicare Insurance.
The next date for our Medicare 101 Seminar is:
Thursday, Sept. 6th 2:00 PM to 4:00 PM St Al’s Meridian Health Plaza at 3025 W Cherry Ln B, Meridian, ID 83642
Exchange certified in Idaho to assist individual and small group consumers find affordable healthcare options. Medicare certified with all Idaho Medicare Advantage plans and Medicare Supplement plans, we simplify the process of finding the right Medicare plan for each individual.
Regardless of need, life insurance can be for income replacement in the event of an untimely death, retirement planning for additional tax-free income, estate planning or leaving a legacy, Elise can help you identify the best life insurance products to fit your needs.
Guaranteed income for life is a great peace-of-mind factor in retirement, and something that annuities can offer you. One of the many advantages annuities offer is that they allow you to sock away a larger amount of cash and defer paying taxes. Building your own guaranteed pension plan is a great move toward a fulfilling retirement.
Elise Daniel is an Accredited Financial Counselor ® who works to empower individuals and couples to achieve lasting financial well-being through the highest standards of financial counseling, coaching, and education regardless of income or background.
“I found Elise knowledgeable, informative and appreciated her straightforward approach to explaining a complicated area of government regulation. In addition to making the Crazy Quilt of Medicare regs a bit less “crazy”, Elise was very knowledgeable about the various Medicare supplemental products and was very helpful in determining which insurance product best fit my current needs. I have recommended her to several friends and a family member, and they have all been pleased with her advice – and she saved them money."
Elise Daniel has been our insurance representative for 8 years and she has taken the time to explain all the confusing medical insurances. Elise has been very professional and I would recommend her as your health insurance agent.
Daniel Insurance is the Best! I had no idea what I need to do and she walked me through the whole process. I now have great Health and Dental Insurance. I would recommend her to anyone and in fact have, my mom now sees her. So, if I recommend her to my own mother you know she is good.
Elise Daniel has handled our insurance needs since we retired several years ago. She has done an excellent job following up and has Been available when we have needed her and when we have had questions. At a time in our life when we need good advise, she has put the word “ SERVE “ back in the word “ SERVICE“, and that is a rare quality to find today.
Elise is one of the best insurance agents I have ever encountered. She is knowledgeable of all the new products available and has great discernment of which ones work for my situation.
“Elise is quite possibly the hardest working agent in the business. Her care and consideration for you as an individual doesn’t stop once you’re enrolled. Any issue I’ve ever had with my health insurance has been handled by her, usually long before I knew there was even a problem. I’ve had my share of health insurance issues lately and she’s never hesitated to go above and beyond and spend numerous hours out of her day to make sure things were righted. If you choose her as your agent you can rest assured she will do everything within her means to make sure you’re happy and satisfied with your plan. It wouldn’t matter if Elise had 1 or 1000 clients, she still strives to know us all on a first name basis and give individual attention. I know many of her clients have also become close friends simply because Elise truly cares about you and receiving your business.”
My husband and I, along with staff, family & friends, have chosen Elise Daniel, AFC® as our insurance broker for several years. She is professional, knowledgeable, quick to respond and exceeds customer expectations. Additionally, she is famous for putting together the pieces of your financial puzzle. It is a privilege to recommend Elise Daniel to others who are seeking professional advice & assistance. Respectfully, Evelyn Loveless, CEO
Elise Daniel embodies the term 'professional' in her diligence and care for her clients. You would be well served to use Daniel Insurance, LLC for your health and Medicare Insurance needs.