My Background

Daniel Lindblad was born in Phoenix AZ. Married to his spouse, Sharon since 1981 and has two sons.

Dan is one of Triplets and is an identical twin at the same time. 

He founded Lindblad Financial Group in 1990.

  • 34 years NYLIC and Senior NYLIC Agent.

  • Life & Qualifying Member of MDRT1 24 years

  • Co-Founder of the West Valley Professionals’ Roundtable

    • A group dedicated to educating professionals regarding our aging population.

  • CLU® (Chartered Life Underwriter).

  • ChFC® (Chartered Financial Consultant)

  • Life Member of the Councils

  • Chairman’s Council2 qualifier

  • 2013 Agent Advisory Council Alumnus

  • Investment Advisory Representative for Eagle Strategies, LLC a registered Investment Advisor and a New York Life company


Although Dan’s practice is diverse, his emphasis is on Wealth Accumulation through Managed Platforms with Eagle Strategies LLC, Risk Management through Life Insurance and LTC insurance and Income Distribution planning for pre- and post-retirees and business owners. Dan’s mission is to:

“Educate his clients and whom he comes in contact with, to make wise and thoughtful life decisions that will positively impact and position themselves to help further their goals and aspirations now and in the future to come.”

Dan Lindblad CLU, ChFC
Financial Adviser*

1 The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

2 Council is an annual company recognition program based on agent production from July 1- June 30.

Disclosure

Daniel Lindblad is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1905336), AZ, CA (CA Insurance License #0B35938), CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MT, NC, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, and WV. No insurance business may be conducted outside the states referenced.

Daniel Lindblad is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10225 W Thunderbird Blvd Ste B, Sun City, AZ, 85351, 623-583-5940. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Lindblad is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, IA, ID, MD, MN, NM, NV, OK, OR, PA, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

LINDBLAD FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither LINDBLAD FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.