Danny joined the Bensman group in 2020, as an internal team member with Associated Agencies, Inc. (Associated)
In 2018, Danny joined Associated to manage and develop the life insurance division. As part of this role, he advises clients on personal risk management strategies to protect both their families’ and business’ most valued assets. Danny also works closely with the Associated’s employee benefits division to develop executive benefit strategies to address the long-term needs of business owners and executives.
He is thoughtful, forward-thinking, and relationship-oriented. He prides himself on his ability to analyze and evaluate each of his client’s ever-changing financial needs. While working with clients, his primary goals are to develop a long-term relationship and supporting clients to fulfill their objectives.
Danny’s passions include retirement planning, particularly the management of employer sponsored 401(k) plans. He implements a unique process advising 401(k) plan sponsors and provides customized solutions that meet the goals of business owners and the employees.
Education, Licenses, and Organizations
Danny earned a bachelor’s degree from The Ohio State University, a Master of Business Administration (MBA) with a specialization in Finance from DePaul University, and a Master of Science in Health Systems Management (MS-HSM) from Rush University Medical Center.
He is also an Accredited Investment Fiduciary (AIF). The AIF designation promotes a culture of ethics and fiduciary responsibility and supports the decision making and documentation processes of investment fiduciaries.
Danny is also a Registered Representative and offers securities through Kestra Financial Services, Inc. He holds the security licenses Series 7 and 66 as well as Life, Accident, and Health Insurance licenses.
He is a supporter and active on the Jewish Vocational Services Business Advisory Council, a member of Jewish Child & Family Services.
Personal
Danny lives on the North Shore with his wife, Carole, and two children. He is originally from Toledo, Ohio and is an avid Ohio State Buckeyes fan. Golf, basketball, time with family and friends, traveling, watching sports, enjoying live music, and a commitment to lifetime learning are among his most passionate interests.