What We Do

DaveLife is all about leveraging tax-advantaged strategies to help people improve their quality of life before and during retirement. You do amazing things while you’re alive! We believe your life insurance should too!small

For those in accumulation (working) years, we use a vehicle called Indexed Universal Life (IUL).  You aggressively build cash value which can be accessed tax-free via policy loans. Never lose a dime because of market declines. Learn how if structured and funded correctly you can effectively create a “Tax-Free Retirement.”  Learn more

For retirees & pre-retirees, we use Fixed Indexed (Deferred) Annuities. These grow tax-deferred & are linked to a market index. When the market goes up you get part of the gain. Market goes down you lose nothing. Use it to create a lifetime income you cannot outlive or simply use it for reasonable accumulation without the downside risk. Can you afford to lose 40% (again) in a market correction? We can help you roll over an existing qualified plan (401K, 403b, IRA, etc.) or start a new account.  Learn more

We also offer a full portfolio of traditional life insurance (Term Life/Whole Life, etc.) and fixed annuity products from 20 of the World’s best carriers with some of the most competitive rates/premiums (free quote/no contact info required!) and in many cases liberal underwriting.  We are even able to cover special (impaired risk) medical situations. Every family deserves the peace of mind and financial security offered by Life Insurance.  Learn more

How IUL Works
Free Retirement Whitepaper

Get your copy of our Exclusive 15-page Retirement Whitepaper as a PDF. “Building a Bridge to Retirement” examines some mistakes many people make in retirement planning & shows how alternatives like Indexed Universal Life may help.  Find out how “saving” $135,000 in taxes now can end up costing you over $1,000,000 in retirement!

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"Best Tax Advantage in the Tax Code"

Tax Advisor Ed Slott on IUL

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