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Daniel Clevidence
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Contact me
Photo of Daniel Clevidence

Farmers Financial Solutions Agent in Billings, MT

Daniel Clevidence

About me

As a Farmers® agent in Billings, I help families and individuals as they pursue their financial goals.
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Licenses

Daniel William Clevidence

States Licensed In

MT
Contact info
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Location info
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4 32Nd St W
Ste C
Billings , MT 59102
US
Office hours
Day of the WeekHours
Evening and Saturday appointments available by request.

Farmers Financial Solutions agent in Billings, MT

I’m Daniel William Clevidence, and I help families as they pursue their financial goals. For you, that might mean starting a college savings plan or opening an IRA. Or you might want to explore annuities and life insurance. As your Farmers® agent in Billings, MT, I look forward to discussing all your options with Farmers. Please call me at +1 406-294-9111 to learn more.

Financial goals

Retirement Planning

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Education Savings

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Wealth Management

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Emergency Planning

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Saving Options

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Life Insurance

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1. To check the background information of this firm or an investment professional. visit FINRA BrokerCheck
2. For a free tool to research our financial professionals. visit www.investor.gov/CRS
3. To view the FFS Customer Relationship Summary select: Form CRS.
4. To view additional disclosures related to FFS products select: Disclosures

Financial services options

Billings Property Insurance

Education savings

The cost of education is going up — but you can prepare for what could be one of the largest expenditures you ever make. Don’t delay. Give me a call to learn more about ways you can save for your child’s education. • 529 College Savings Plans • Coverdell Education Savings Accounts • UGMAs/UTMAs
Billings Retirement

Retirement plans

We can help as you plan for retirement. Let's have a discussion about your retirement objectives, and I’ll discuss options to consider as you work toward your financial goals. • Traditional & Roth IRAs • IRA & 401(k) Rollovers • Variable & Fixed Annuities
Billings Wealth

Life insurance

Protecting your family’s financial security may be an important part of your overall financial strategy. Let’s discuss your options today. • Variable Universal Life Insurance • Traditional Permanent Life Insurance • Term Life Insurance
Billings Wealth

Wealth management

As you manage the wealth you’ve built, we offer a diversified suite of products. Let’s discuss investment and other product options that may work for you. Call or visit my Billings office to learn how. • Mutual Funds • Variable Universal Life Insurance • Universal Life Insurance • Index Universal Life Insurance

Product suite

Billings Mutual Funds

Mutual funds

A mutual fund is an investment that allows individuals with similar financial goals to pool their money with other investors. The mutual fund's professional money managers invest that money in different types of securities that meet the objectives of the fund. Mutual funds are subject to investment risk, including the possible loss of the principal invested. Benefits: • Simplicity • Affordability • Professional management • Diversification • Liquidity
Billings Mutual Funds

Variable universal life insurance

Variable Universal Life Insurance is a type of life insurance contract that combines a death benefit with an investment feature that typically allows you to invest premiums in market-based "separate accounts," which function like mutual funds. Benefits: • Flexibility • Investment choices • Tax-deferred growth

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Securities offered through Farmers Financial Solutions, LLC, (In NY: Farmers Financial Solutions and Insurance Agency), 31051 Agoura Road, Westlake Village, MT 91361. Member FINRA & SIPC.

MUTUAL FUNDS: Purchasers should consider the objectives, risks, charges and expenses of the mutual funds before investing. Contact a Farmers Insurance and Financial Services Agent for a prospectus that contains this and other important information; read it carefully before purchasing. Past performance of any investment does not guarantee future results; investment returns will fluctuate so such shares, when redeemed, may be worth more or less than the original amount invested. ANNUITIES (all): Annuities are long-term investments designed to provide a tax-deferred savings for and during retirement. Distributions taken before age 59 ½ may be subject to an early withdrawal penalty and may also be subject to a contingent deferred sales charge. Indexed annuities are long-term investments designed to help meet retirement needs. An indexed annuity offers allocation options called index-linked strategies. Index-linked strategies offers clients some level of downside protection combined with upside potential linked to the price return (excludes dividends) of an index, such as the S&P 500. The upside potential is typically capped for each index period and these cap rates are declared in advance by the insurance company.

VARIABLE ANNUITIES: Variable annuities are subject to insurance related charges and fees. Purchasers of variable annuities should consider the objectives, risks, charges and expenses of the contract and underlying investment options before investing. Contact a Farmers Insurance and Financial Services Agent for a prospectus that contains this and other important information; read it carefully before purchasing. Past performance of any investment does not guarantee future results; investment returns will fluctuate so such shares, when redeemed, may be worth more or less than the original amount invested. Performance of variable insurance contracts will be affected by annual mortality and administrative expenses and is subject to a declining deferred surrender charge. Income payments are guaranteed by the insurance company, but subject to the company's claims paying ability. Withdrawals and/or other distributions of taxable amounts, including death benefits, may be subject to ordinary income tax and a possible 10% federal tax penalty if taken prior to age 59½. Withdrawals may reduce the value of the death benefit and any optional benefits. Please consult your tax preparer or CPA.

VARIABLE UNIVERSAL LIFE INSURANCE: Variable universal life insurance is subject to insurance related charges and fees including annual mortality, administrative expense and declining deferred surrender charges. Purchasers of variable insurance contracts should consider investment objectives, risks, charges and expenses of the contract and underlying investment options before investing. Contact a Farmers Insurance and Financial Services Agent for a prospectus that contains this and other important information; read it carefully before purchasing. Past performance of any investment does not guarantee future results; investment returns will fluctuate so that when shares are redeemed they may be worth more or less than the original amount invested. Withdrawals and surrenders are at net asset value, may affect the contract's performance and/or death benefit amount, and a taxable gain may be recognized. Please consult your tax preparer or CPA.