Genesis Asset Management Strategies Group
We Work With You to Design & Implement High-Impact Insurance Solutions
PROTECT YOUR FAMILY, BUSINESS, AND FUTURE.
Daniel Duhart
Daniel Duhart specializes in customized insurance solutions for entrepreneurs, professionals, and families, With a passion for financial literacy, Daniel Duhart is here to help you "Build Your Own Bank" and leverage "Tax-Free Retirement Strategies."
Daniel is an expert in protection and positioning so that you can grow your assets while providing ongoing solutions and support. Trusted private practice owners, entertainers, entrepreneurs, and more trust Daniel to help them develop and implement strategies for growth.
HIGH-IMPACT PORTFOLIO SOLUTIONS!
Cash Value
Life Insurance
Family Protection
Property & Casualty
Retirement
Planning
AREAS OF EXPERTISE
-Provide business and personal insurance options to protect and manage assets
-Position entrepreneurs and professionals with tools and resources to protect and grow their business and personal investment portfolios
-Provide personalized options to entrepreneurs and professionals that accommodate their financial goals through a portfolio of resources.
-Evaluate and develop lifestyle support strategies for retirees by utilizing insurance, investments, and protective resources.
-Thought leader and subject matter expert in Property & Casualty Insurance for professionals, retirees, and entrepreneurs.
-Design and present for entrepreneur learning events.
-Drive millennial entrepreneurial success by designing a framework for entrepreneurs to use personally and professionally.
-Helping millennials take the guess work and fear out of understanding their finances, how to leverage insurance, and what retirement planning looks like for them.
FINANCIAL LITERACY WORKSHOPS
The main benefit of financial literacy is that it empowers us to make smart financialdecisions. It provides the knowledge and skills we need to manage moneyeffectively—budgeting, saving, borrowing, and investing. This means that we’rebetter equipped to reach our financial goals and achieve financial stability.
ADDITIONAL BENEFITS OF FINANCIAL LITERACY
More control over your personal finances when you understand financialbasics, which can lead to more overall confidence, as finances affecteveryone’s life in every way.
More control means possibly less debt as you have a better sense about theimpact of debt on your budget, cash flow, savings, credit report.
Understand the importance of saving and starting to save as soon as possible,even if it’s just a small amount.
More likely to set financial goals for yourself and have the desire to worktoward those goals, which often means putting off the wants of today to savefor the needs of tomorrow.
Individuals and families being able to understand their personal balance sheetand interest rates on home [loans], auto [loans], and credit cards.
Understand the fees and expenses of their retirement accounts.
DOWNLOADED THE INSURANCE RESOURCE GUIDE
