Meet Our Team

Daniel M. Betzel

Professional:

  • Registered Representative, Series 7, Series 6, Series 66 Registrations with Multi-Securities Corporation
  • Investment Advisor Representative with Multi-Securities Corporation
  • Certified Technical Representative with Entaire® Global University (EGU)
  • Juris Doctorate:  The Ohio State University College of Law
  • Ph.D. Program in German: The Ohio State University, 1986-2000
  • Master of Arts: Bowling Green State University
  • Sprachdiplom: University of Salzburg, Austria
  • Bachelor of Arts, magna cum laude, Cedarville University

Publications

  • GIVING:  Philanthropy for Everyone,  Quantum Press, Denver, 2002(contributory author)
  • "Planning for Clients with Special Needs Children", Journal of Practical Estate Planning, Commerce Clearing House, October 2000.
  • "Section 419 Plans:  What are they and Who needs them?", Journal of Practical Estate Planning, Commerce Clearing House, October 2003. 
  • "The Transformational Dialectic", Journal of Practical Estate Planning, Commerce Clearing House, 2000.

Teaching

Mr. Betzel teaches continuing education courses for Attorneys, Accountants, Brokers, and Life Agents.  He has taught for national audiences across the country.  He is a former adjunct Professor at The Ohio State University, Ohio University, Cedarville University, and Bowling Green State University.  He has also taught workshops for national corporations and has lead seminars for charitable non-profits.  He was recently the featured presenter for the Statewide conference of the Ohio Association of Life Underwriters.