The National Association of Insurance and Financial Advisors (NAIFA) has appointed Dan Peterson, LLIF, LUTCF, FIC, President and Managing Partner for E4 Insurance Services, to the Industry Leadership Board (ILB).
NAIFA’s Industry Leadership Board brings together accomplished executives and innovators from across the insurance and financial services sector. The ILB works in close partnership with NAIFA’s Board of Trustees and executive leadership to identify trends, shape solutions, and strengthen the value NAIFA delivers to agents, advisors, and their clients.
“Dan Peterson is a tremendous addition to NAIFA’s Industry Leadership Board,” said NAIFA President Doug Massey, LUTCF, LACP. “He brings not only decades of leadership and practical experience but also a unique ability to connect technical knowledge with real-world application. His insight into succession planning, farm and business continuity, and estate strategies will be a valuable asset to the Board as we continue advancing the financial security of Main Street Americans.”
Peterson brings more than 30 years of experience in the life insurance industry and a reputation as a strategic thought leader with deep expertise in succession planning, estate planning, and advanced insurance strategies. He is widely recognized for his contributions to the profession and commitment to serving advisors and clients alike. As President of E4 Insurance Services, Dan leads a dynamic team committed to empowering financial professionals with trusted advice, advanced planning tools, and
access to innovative insurance solutions. Under Dan’s visionary leadership, E4IS has become one of the fastest-growing independent brokerage agencies in the industry, proudly supporting thousands of advisors nationwide.
As a long-time NAIFA leader and volunteer, Peterson has served in numerous national and state-level roles, including President of NAIFA-North Dakota and a member of NAIFA’s Governance Committee. He was honored as NAIFA-ND’s Agent of the Year in 2017-2018 and recognized locally as the Fargo/Moorhead Advisor of the Year. Additionally, last year, E4 Insurance Services was named the 2024 Inaugural Financial Security Champion of the Year.
“It’s a great honor to join the board and collaborate with industry leaders to empower agents and advisors, strengthen NAIFA’s advocacy, and advance our profession,” Peterson said. “Together, we’re committed to promoting financial security, supporting our members, and making a positive impact on the communities we serve.”
“Dan embodies the values NAIFA represents: service, expertise, and unwavering commitment to client success,” said NAIFA CEO Kevin Mayeux, CAE. “He understands the evolving needs of today’s financial professionals and the importance of equipping them with the tools to thrive. We are thrilled to welcome him to the ILB.”
Peterson’s appointment comes at a pivotal time for NAIFA, which recently merged with Life Happens and the Society of Financial Service Professionals to form a stronger, more unified voice for the profession. Together, the organizations continue to champion the financial security of American families and the professionals who serve them.