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LIVE YOUR DREAM

RELIABLE INSURANCE FOR LIFE

Your golden years can be the most exciting period of your life. Are you ready?

INSURANCE THAT'S EASY

Protecting your retirement doesn't have to be complicated. With good guidance and council, you can be confident in your golden years.

No Cost Consultation

NO COST
CONSULTATION

Let's talk about your plans. Virtual meetings are available. Coffee is on us!

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Retirement Test Drive

RETIREMENT TEST DRIVE


Want to see what retirement will look like for you? We'll show you some numbers.

Test Drive
Easy to read reports

RETIREMENT TEST DRIVE


Want to see what retirement will look like for you? We'll show you some numbers.

EASY TO READ REPORTS

You don't need a PhD to understand our illustrations. You get clear, easy reports.

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Low fees Commitment

LOW FEES COMMITMENT


We promise to keep your retirement costs low. Many of our products have no fees!

low fees


INCOME THAT LASTS AS LONG AS YOU DO.
 

In order to retire well, you must first be able to retire. Do you have enough guaranteed income for everything life throws at you? We can help!

INCOME THAT LASTS AS LONG AS YOU DO.


A BETTER RETIREMENT FOR EVERYONE
 

Retirement is a puzzle in which all pieces are needed. With proper planning, you can prosper when you hang up the cleats.


GUARANTEED LIFETIME INCOME
 

We offer solutions designed to supplement your social security and pension with additional guaranteed income you can never outlive.

GUARANTEED LIFETIME INCOME


LIFE INSURANCE
 

Life insurance options change regularly. Our job is to stay up to date on products and services to help you find the right policy for you.

 LIFE INSURANCE


RETIREMENT CONSULTING
 

Retirement is never a time to wing it. Proper planning is the key to securing your golden years, and we can help!

RETIREMENT CONSULTING


SOCIAL SECURITY CONSULTING
 

It's critical to set up your social security benefits right the first time. We have the knowledge and experience to get it done.

SOCIAL SECURITY CONSULTING


LISTEN TO WHAT PEOPLE HAVE TO SAY ABOUT ANNUITIES


NOT SURE WHERE TO START?
SCHEDULE A CONSULTATION NOW!

 

Call Now

517-206-0250

OR


HELLO EVERYONE,
DAVID HERE!

 

Since 1995, David Dake has been helping people secure their retirement with guaranteed lifetime income that never runs out.

Learn more about me

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DAVID DAKE

Independent Fixed Annuity Professional
2011- Present

Want to learn more about fixed index annuities? Subscribe to my weekly email list


READY TO SECURE YOUR RETIREMENT?
 

Ready to secure your retirement

Not sure what you need? I can help you learn which type of insurance matches your needs

Question? Give me a call

24/7

OUR COMPANY

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I am dedicated to providing you with real service, clear numbers, and thorough advice to help you make the right choice for your retirement.

GET IN TOUCH

I am here to listen
1737 Spring Arbor Rd - PMB 218, Jackson, MI 49203


517-206-0250
By Appointment Only

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We are a financial services firm helping clients prepare for retirement using insurance and annuity products and solutions. We are not affiliated with the Social Security Administration, Medicare, or any other government agency. We do not offer tax, legal, or estate planning services or advice. Always consult with your own qualified tax/legal advisors. Insurance and annuity solutions may not be suitable for everyone.
Insurance and annuity products involve fees and charges, including surrender penalties for early withdrawals. They include terms and restrictions and, in some cases, may require medical and/or financial underwriting to qualify. Additional riders may be added, which may entail additional costs. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Withdrawals are subject to ordinary income taxes, and if taken before age 59-1/2. May incur an additional 10% federal penalty. Product and feature availability may vary by state.
Fixed index annuities are not investments and have no participation in the markets. Potential interest is calculated periodically (usually annually on the annuity’s anniversary date) and is subject to limits called caps, spreads, and participation rates established by the issuing company. All rates are subject to change at the issuing company’s discretion.

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