Danny Yick Wing Lai

Current Employers

Employment History

• 01/2015 → 09/2016
  State Farm Vp Management Corp
  Fort Wayne, IN
• 09/2015 → 09/2016
  Danny Lai Insurance Agency
  Fort Wayne, IN
• 10/2016 → Present
  Bankers Life & Casualty Co.
  Fort Wayne, IN
• 11/2017 → Present
  Bankers Life Securities, Inc.
  Fort Wayne, IN
• 10/2016 → 01/2018
  Bankers Life And Casualty
  Fort Wayne, IN
• 09/2020 → Present
  Bankers Life Advisory Services
  Fort Wayne, IN

Other Businesses

Bankers Life & Casualty Unit Field Trainer DANNY LAI FINANCIAL SERVICES POSITION: President NATURE: Insurance/Financial services-only using bankers life and bankers life approved insurances/investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2022 ADDRESS: 5220 Spartan Dr, FORT WAYNE IN 46804, United States DESCRIPTION: I recently created an s-corp for flow through of my bankers life check and expenses. No other business activity is done outside of bankers life transactions. I am sole owner/employee of s-corp. I incorporated for taxes on Dec 20,2022. ANTHONY MALLINGER 2021 IRREVOCABLE TRUST POSITION: Co-Trustee NATURE: Business is a trust to keep assets designated to family members in case of death INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/03/2024 ADDRESS: 3255 Holsen Ct, Brookfield WI 53005, United States DESCRIPTION: I will be simply a co-trustee for my brother in law Anthony Mallinger in case he becomes deceased. I have no monetary gains/interest, simply helping be a backup on an irrevocable trust that his wife and kids are sole beneficiaries of. My brother in law Anthony Mallinger is opening up a Non-Qualified Managed Trust account with Merrill Lynch. I will be listed on account but decision making and account management will be handled by Anthony Mallinger. I am simply on the account as a backup in case he is unable to make decisions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-02
• S63 Uniform Securities Agent State Law Examination
  2015-03-02

Other Names

• Dan Lai