couple reviewing a new life insurance policy

Practical Financial Solutions to Help Secure Your Future

Whether you are looking for life insurance, retirement solutions or investments, I am here to serve your needs and help you reach your financial goals.

dan copeland - Insurance, Retirement, Investments

registered representative

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Financial representative phone numbers
Direct	704-706-3758
Office	800-866-1172 Ext. 31028
Fax	704-793-4881

The Western and Southern Life Insurance Company -CONCORD, NC.
970 LEE ANN DR NE
CONCORD, NC 28025-2957

Together We Can Help Build a More Financially Secure Future

We Care About You

Our Financial Representatives will work with you to evaluate your unique situation and provide honest, clear alternatives tailored to your specific needs. Our mission is to help financially protect you and your loved ones so that your future plans can be realized. While working with our team of licensed, experienced Financial Representatives, you will receive the service and personal attention that has made us one of the best life insurance providers for nearly 130 years. We are here to help guide you along your way.

Know the Financial Stability of Your Insurance Company

The Western and Southern Life Insurance Company holds high, industry recognized financial strength ratings. Since 1888, Western & Southern has represented financial strength and stability for our customer and community.

Insure What You Value Most

Western & Southern Life offers a variety of options to help protect each stage of your life, designed to fit your budget and personal needs.

FINRA's Broker Check

Financial Solutions

How Far Away Is Your Retirement Horizon?

I can help you develop or adjust your financial course to help attain your goals in retirement so you can have the freedom to live life on your terms. Together we can plan for the kind of retirement lifestyle you want to enjoy.

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Enjoy More Confidence About Your Financial Life

Regardless of your station in life, you can count on Western & Southern Life for financial solutions that make sense. Whether you are celebrating a new baby, career, home or retirement, I can help you plan for your specific financial needs.

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Let’s Simplify Planning for Your Future

A quick financial review can give you an insightful analysis of your current needs. I can provide a complimentary, customized report to figure out the course to help secure your family’s future.

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Refer a Friend

If you have experience with your own financial planning, then you know the value of working with a professional.

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Get a Quote

We offer a variety of financial solutions to help you meet your goals. Contact me to learn more about our products and receive a quote.

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IMPORTANT DISCLOSURES

Securities offered by Registered Representatives through W&S Brokerage Services, Inc., member FINRA / SIPC. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products, please ask to speak to an Agent who is actively registered with W&S Brokerage Services, Inc.

Some products issued by companies not affiliated with W&S Agency, Inc.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.