Work/Education
Work Experience
Primerica Financial Services
/ District Leader
2008 -
Present
If you’re like many people, you’re in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there’s only so much money to go around and preparing for the future can be overwhelming.
To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.
To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves.
Education
2014
Bachelor of Science, Hospitality Management, 1983
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Dan Lipton is enjoying his new career helping families become financially independent. Dec 19, 2008
Dan Lipton updated his profile Dec 3, 2008
| New interests | Wine, Softball, Golf, Hockey |
| New relationship status | Married |
| New political views | Conservative |
| New religious views | Christian |
| New home town | Teaneck, NJ |