Dan Lipsky of Nationwide Biweekly Administration Complete History

Published: 27th April 2010
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Daniel Lipsky Bio


Daniel Lipsky is a financial services industry icon. Since the beginning of his career starting with Prudential back in 1992, Dan Lipsky has had a talent for understanding and explaining financial services, which led to immediate success. At Prudential, Dan sold mutual funds, annuities, life insurance, and financial planning products where he achieved a Gold Record Award for exemplary sales in just the first six months. Dan went on to be recognized with the prestigious and rare Platinum Record Award in his first year at the firm.

Not one to rest on his laurels Dan Lipsky was promoted to a training position so he could teach others how to sell valuable financial products.

After leaving Prudential Dan became a financial planner for Chubb Securities before taking a position at Premier Mortgage Protection. At Premier, Daniel Lipsky again demonstrated his expertise and quickly became one of the Top 5 agents in the United States. Within nine months Dan was offered the opportunity to open a new office in Ohio as a Regional Manager, which became the largest producing office in the country.

It was during his tenure with AAA Financial that Dan developed a marketing technique that fully explained the incredible benefits of biweekly mortgage payment programs. The letter clearly described the benefits of the biweekly mortgage payment program in such a powerful way that Dan and his team were soon producing the majority of all AAA's biweekly mortgage payment business.

In 2002, Dan Lipsky founded Nationwide Biweekly Administration (NBA) in Xenia, Ohio, which has grown to become the second largest administrator in the U.S. in just eight years. Today, Nationwide Biweekly Administration has 120 employees processing millions of transactions for hundreds of thousands of customers each year through its Interest Minimizer program.

The Interest Minimizer program provides customers with an established, automatic, worry-free payment program to help them save tens of thousands of dollars in interest payments on their mortgages, credit cards, equity lines of credit and other interest bearing loans years ahead of schedule. Payments are administered to more than 5,000 different mortgage companies, banks, and credit unions nationwide.

Dan Lipsky, Nationwide Biweekly Administration


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