Call Dave 404-521-8134

DaveLife

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!

Exclusive Whitepaper

Get your complimentary copy of our Exclusive New 12-page Whitepaper as a PDF. “Qualified Insanity” examines the 4 Wealth Eroders in your Qualified (To Pay Taxes Later) Plan like a 401(k) or IRA.  Uncover the truth about market losses, taxes, fees & expenses, and liquidity penalties hidden in your retirement plan at work & what you can do about it!



Indexed Universal Life (IUL)

For those in accumulation (working) years, we use a vehicle calledIndexed 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.” 

Business Owners

We offer a full portfolio of retirement plans from traditional pensions to 401(k) plans and a lot of new innovative plans that are customized for your needs. One employee or fifty, whether you want to maximize your own retirement or offer great plans to your employees we can help in a cost efficient way.

Term Life/Whole Life

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. 

Fixed Indexed Annuities

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, then 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. 

Here are five great questions I’ve gotten over the last few weeks. What really struck me are most of these are items that usually aren’t the first things that pop up in conversations about the concept but are really important.   1. Does having an IUL or contributing to an IUL affect yearly tax reporting […]

Read More
  • October 13, 2014
  • 0


Contact DaveLife

captcha