What we offer…

Our team of financial professionals and industry experts, with decades of experience, specialize in discovering those needs and providing comprehensive solutions to help them get their “Financial House in Order.”

Tax-Free Retirement

How would you like to go from ALWAYS taxed, to NEVER taxed?

401(k)’s 403(b)’s and IRA’s are tax bombs, and certainly a way to run out of money at a time you want to be financially secure.

Our retirement specialist can educate you how to create a tax-free retirement program with lifetime income.

And… possibly not cost you any more money than you’re spending now.

Tax-free Retirement Accounts

LIRP - Provides tax free income along with Permanent Life insurance coverage. It allows you to be in total control over your account. You get a little more bang for your buck so to speak. As your money compounds and grows, so does your life insurance. You can become your own bank!

Non Market ROTH - Has no market losses or volatility and your gains are tax free. You will never loss a single penny.

Retirement Protection

We are taught to insure our health, home, car, life, businesses, & nearly every other asset we own except our retirement plan.

One of the many reasons some never achieve the retirement they deserve & expect.

Insuring our retirement may be the most important insurance we can own.

401(k) rollovers

Roll over your previous employers 401(k) or 403(b) into a protected account. That’s going to allow you uncapped gains with out any more loss in the market.

Leaves you with less restrictions, taking control of your funds, more investment opportunity.

IRA Accounts

Tax advantaged individual retirement savings account.

If you’re like most people, one of your most valuable assets you have is your earning power. An IRA can let you put that asset to work efficiently and effectively to give you added peace of mind during your retirement years. Even if you have other retirement plans in place, an IRA may still be a great benefit because of the added tax advantages it offers.

College Funding

Exceeding Expectations

Student debt is nearly $1,700,000,000,000 and rising. As the cost is increasing, so is the ability to save money for college. Let us show you how to have a self-completing college program and access to funds to help your children receive their education.

Mortgage Protection

Do you want to leave your family massive debt, or a deed free and clear?

What if we can show you how to protect your mortgage, have money for home improvements, pay off your mortgage early, have money to make your mortgage payment if you become ill or injured and even give you all your money back?

Our exclusive plans are some of the industry’s best.

Protected Compound Interest Accounts

Your 401(k) or other retirement savings account could never do what a Compound Interest account could do for you.

With a protective compound interest account, it stimulates many of the TAXFREE traits of the Roth IRA.

They can provide large tax-free streams of income during the policyholder's retirement years. Best news, no income limits that's unlike a Roth IRA. There are no earned income limits.

Life Insurance

Life insurance has changed in the last 20 years. It can be used for more than you think!

Term Life - covers temporary expenses like your mortgage, your choice of coverage for 10 to 30 years, typically cheaper monthly payments, designed for young families with temporary needs. (Can be converted into permanent later, depending on health)

Permanent Life - covers lifelong needs like estate planning, retirement income or final expenses, coverage for your whole life, designed for those with lifelong needs or a desire to cover final expenses. Guaranteed death benefit.

Living Benefits

Major events, we’ve got you covered. Terminal, critical, chronic, illness, and injury.

IUL - Indexed Universal Life. Higher growth potential and access to cash value in early years. It uses Compound interest to potentially generate large amounts of non-taxable cash value within the policy.

Learn more about the benefits in a free consultation.

Final Expenses

Satisfaction Guaranteed

Dying is expensive. Will your family have the money to pay your debts?

Bills don’t go away when we die. It’s important to have a final expense plan to provide for your family to meet the obligations and provide additional money for funeral arrangements.

Our senior planning specialists can analysis and provide a program that fits your needs and your budget.

America’s ONLY funeral rate lock guarantee

Medicare & Affordable Care Act

Committed to Quality

Did you know all companies provide the same benefits as stated by the federal government? However, all companies have varying prices! Let our professionals find you the best plan, to save you money.

Are you sick and tired of watching your health insurance premiums increasing every year?

Our health care specialist has helped thousands of families across the country save money using the affordable care act. And with new changes more people than ever can save thousands of dollars on the health insurance premiums. Perhaps we’ll be able to too.

Debt Consolidation

Do you have more than $15,000 in debt and you’re looking for a way out?

We can help!

With no upfront fees, this is not another loan.

You can pay off your debt in 24-48 months

Consolidate multiple payments in to one low monthly payment

Lowering your debt and your monthly payments drastically.

We can explain how our program works and answer any questions you may have in a FREE consultation.

Dunn Benefits Solutions