Daniel L. Rowland
Principal of the Rowland Agency
drowland.rowlandagy@surewest.net
CA Insurance License # 0533013
NV Insurance License # 27767
MD Insurance Licence # 99944519

New England Securities Communication Only
drowland@sf.nef.com

Credentials

• BA University of Minnesota

• Member Certified Employee Benefit Specialists through the Wharton School of Business

• Employee Benefits Specialist since 1976

• Health Insurance Benefit Advisor since 1976

• Registered Representative of New England Securities

• Series 6 Securities Licensed for Investment Companies and Variable Contract Products Representative

• Series 7 Securities Licensed for General Securities

• Series 66 Securities Licensed for Investment Advisor

Health, Dental & Vision Insurances:
With over 30 years in business in the Sacramento, Placer, and Yolo areas, and the designation of Certified Employee Benefit Specialist, I have strong working relationships with all the major health insurance carriers. While monitoring the rates and market conditions daily, I provide my clients with unbiased and informed practical information to help ensure you will never pay too much or receive lower quality of care for the dollars that are put out for employee benefits.

Retirement Plans:
My agency has been providing quality retirement plans for small business owners since 1979. I have the full access of administration and implementation of all Pension and Profit Sharing plans such as: 401k, Profit Sharing, Money Purchase, Target Benefit, Defined Benefit, Simplified Employee Pension (SEP) and SIMPLE IRA.

In addition, as a Registered Representative of New England Securities, I have access to a complete portfolio of Mutual Funds and Bonds for funding the business owner's retirement plan and to custom design the right program to fit your specific needs.

Securities products offered through New England Securities
Member FINRA/SIPC.
FINRA.ORG   |   SIPC.ORG
The Rowland Agency is a separate entity from New England Securities
Branch Office
950 Tower Lane, Tenth Floor # 1000
Foster City, CA 94404
(650) 286-5800