Dan Wice

Dan has successfully worked with Financial Advisors, CPAs, Trust & Estate Attorneys and Property & Casualty firms over the last 20 years as a part of a team providing Estate Planning and Advanced Life Insurance Design services. Dan helps guide their clients through these complex processes and provides insightful solutions in the areas of; Estate Conservation, Estate Tax Mitigation, Legacy Planning and Wealth Transfer.

Before joining American Business, Dan was a member of New Providence Financial as an Insurance and Financial Services Associate. Dan was previously with Prudential Financial as the Director Sales Training and was Director of Education with Manulife – John Hancock.

Dan is married to Stephanie and they have three children, Olivia, Sophia and Timothy. He graduated from Clark University in Worcester, MA with a BA in Economics. Dan enjoys watching his kids play soccer, basketball, and tennis and is active in tennis, hockey, softball, and mountain bike riding. 

45 West 45th Street, 15th Floor, New York, NY 10036