David M. Dake, CSA
Certified Senior Advisor

Society of Certified Senior Advisors

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2011 to Present – Independent Fixed Annuity Professional

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2001-2011 – Allstate Financial Services
Exclusive Financial Specialist

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1995-2001 – MetLife Financial
Financial Planner
Central Region Sophomore and Junior Agent of the year in 1996-1997

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1986- 1994 – Jim Winter Buick
Finance & Insurance Manager

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1985-1986 – Les Stanford Pontiac/Cadillac
Finance & Insurance Manager

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1980-1985 – Self Employed Advertising Sales

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1970-1980 – Credit Union and Banking Management

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EDUCATION:

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Jackson College – Associate Arts degree

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Spring Arbor University – BA – Management of Human Resources

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College of Financial Planning

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Society of Certified Senior Advisors

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Certified in Michigan for Finance & Insurance

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Service Organizations:

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Jackson Jaycees (1970s)

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Jackson Host Lions Club (Past President) since 1994

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Serving the Mid-Michigan area for finance and insurance since 1995

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Advising clients on financial and retirement goals, with an emphasis on conservative Fixed and Fixed Indexed annuities, life insurance and Long Term Care Insurance

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About Certified Senior Advisors (CSA)

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The Certified Senior Advisor (CSA) is the leading certification for professionals serving older adults and is a designation awarded to qualified individuals. Earning the CSA certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.

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The Certified Senior Advisor certification program is accredited by the American National Standards Institution (ANSI) and the National Commission for Certifying Agencies (NCCA). To qualify for the CSA certification, and to use the CSA designation, individuals must meet the following requirements:

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• Complete the candidate information profile

• Complete the disclosure questionnaire

• Pass the CSA certification examination

• Pass a criminal background check

• Complete the Roles, Rules, and Responsibilities Ethics Module

• Complete and submit the signed Certified Senior Advisor (CSA) Application for Certification