DAG Insurance Agency @DAGInsurance
DAG Insurance Agency is an independent life insurance broker committed to making your legacy withstand the test of time. DAG.com Dallas, TX Joined November 2025-
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DAG Insurance Agency retweeted
Near retirement and someone's pitching a variable-rate IUL? Run. The pitch, upside with protected downside and tax-free growth, buries a real cost: when the insurer has bad years, fees and caps gut your cash value, and the policy can collapse right when you need it.
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Big news in finance! Mainstream products are embracing digital assets. Take Delaware Life's fixed indexed annuities - they're now offering crediting options tied to Blackrock's U.S. Equity Bitcoin Risk 12% Index, blending S&P 500 stocks with Bitcoin exposure via IBIT ETF. Principal-protected retirement savings with crypto upside? Crypto is going institutional!
Infinite banking, split dollar, loan regime, premium finance... Are these just buzzwords? There's a reason the wealthy use insurance products to mitigate taxes and provide liquidity. If you're curious about these strategies, schedule a no hassle consultation.
@Deus_Vult_1923 @beyond_broke Not a bad strategy! We assist clients with properly structured whole life regularly!
DAG Insurance Agency retweeted
Most high-net-worth individuals hit the same wall: their wealth is locked in assets they don't want to sell. Real estate and business interests with huge embedded gains. Stocks they've held for decades You need liquidity, but selling triggers tax events that can erase years of planning This webinar covers the Loan Regime Strategy, a structure that lets you access the value of your estate without selling or creating a taxable event Register here: luma.com/4iuhrwn9
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