Christopher Daniels (Managing Partner - Foreign Nationals & Premium Finance)

Biography

Christopher M. Daniels is the Co-Founder and Managing Partner of Passerelle Solutions, a boutique wealth advisory firm catering to high net worth entrepreneurial families. Mr. Daniels has spent 20+ years working with clients, advisors, and institutions on solutions for estate planning and business-succession. Mr. Daniels manages Passerelle Solutions’ Advisory Platform and oversees the trade desk which designs and customizes financed structures for Passerelle’s clients across all verticals.

Prior to Passerelle Solutions, Mr. Daniels dedicated 14 years to his own successful premium finance firm, a firm he founded and grew to become an industry leader. His firm was a trusted resource to over 150 top life insurance advisors where he designed, executed, and managed premium financed structures for top clients.

Mr. Daniels is sought after by institutions and insurance carriers for market intelligence and support to evaluate and understand premium financed life insurance structures. His recognition and involvement include the following: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Finseca member, and Forum 400.

Passerelle Solutions

Passerelle Solutions is a leading insurance advisory firm with offices in Miami, Charlotte, and Chicago. Passerelle caters to private clients, professional advisors, and institutions delivering creative solutions through the discreet Passerelle client experience. The firm manages a portfolio consisting of $8.7B in structures and $4.5B in loans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.