Daniel Moore Bankers Agent

Helping California Seniors Retire with Confidence

“I’m Daniel Moore, your local licensed agent with Bankers Life. I help retirees and veterans create simple, secure retirement and Medicare solutions. With over 10 years of experience helping California families and veterans, I specialize in simplifying complex financial decisions — from Medicare enrollment to secure retirement income planning. I serve clients throughout San Diego, Riverside, Los Angeles, San Bernardino, and the Inland Empire and proudly representing Bankers Life, a trusted name in retirement and insurance solutions for over 140 years."

Official Bankers Life Agent

Daniel Moore is a licensed insurance agent with Bankers Life and Casualty Company, Serving San Diego, Riverside, Orange, San Bernardino, Los Angeles and the Inland Empire

To verify Daniel’s agent profile or learn more about Bankers Life, visit the official company website:
🔗 View Daniel’s Official Bankers Life Agent Page

Life Insurance

Find out how life insurance can help protect the financial security of you and your family.

Medicare Advantage & Supplement Insurance

Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.

Long Term Care Insurance

Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.

Annuities

Learn how an annuity can help protect and grow your retirement savings.

FAQs

Your Questions Answered: Navigating Retirement with Confidence.

How soon should I begin planning for retirement?

The best time to start retirement planning is now, regardless of your age or career stage.

What makes Safe Retirement with Daniel different from other financial services?

At Safe Retirement with Daniel, we focus on protecting your hard-earned savings — not putting your money at risk. Many financial firms push products tied to market performance, but our approach centers on safe, secure strategies designed to help you grow and protect your retirement income with confidence.

We take the time to truly understand your needs, goals, and concerns so we can create a plan that fits your life, not a one-size-fits-all model. We also provide ongoing personal support, annual reviews, and access whenever you need guidance.

As an independent fiduciary, we put your interests first and are compensated by the carriers we represent — meaning our advice is focused on your success, not fees or commissions.

With over a decade of experience helping retirees and veterans, our mission is simple: give you peace of mind knowing your retirement is protected, your income is reliable, and your legacy is secure.

Are there specific investment options you recommend for retirement?

We focus on safe, secure retirement strategies designed to protect your savings and provide reliable income — especially for those who want to avoid market risk. Depending on your goals, we may recommend options such as fixed annuities, fixed indexed annuities, and other principal-protected solutions.

Our goal is to help you grow your retirement income safely, avoid unnecessary risk, and ensure you never outlive your money.

Every retirement situation is unique, so we take time to understand your needs before making recommendations — ensuring that the plan we build together fits your financial goals, lifestyle, and comfort level.

Can Safe Retirement with Daniel help me with estate planning?

Yes — we can assist with estate planning.
While we help guide clients through estate-planning options and ensure their financial plans align with their legacy goals, many estate-planning tasks involve legal documents and may require a licensed attorney in your state.

We have trusted estate-planning attorneys we can recommend if you need help drafting or finalizing legal documents such as wills, trusts, or powers of attorney.

How often will we review my retirement plan?

We typically review your retirement plan once per year, and we’re always available for additional check-ins anytime you have questions or your situation changes. If life events, market changes, or new goals arise, you can reach out anytime — we're here when you need us.

What are the fees associated with your retirement planning services?

We operate as a fiduciary and do not charge fees for our retirement planning services. Our mission is to help you protect your savings and secure your financial future without adding unnecessary costs.

We are typically compensated directly by the carriers we represent when you choose to move forward with a financial product — meaning there are no additional fees to you for our guidance, planning, or support. We believe in transparent, client-first planning focused on safety, security, and long-term peace of mind.