It is Our mission to eliminate the friction and provide a fresh perspective when helping you plan your legacy. With a keen focus on your vision and a dedication to add value through strategy without sacrificing convenience. We’re committed to becoming your family’s Trusted Advisor.
For centuries insurance agents and brokers were trained to “sell” insurance. We don’t like selling and you don’t like salespeople. We do, however, like to educate, answer questions, and solve puzzles… Like you, we prefer to have access to all of the options WITHOUT added pressure to buy. We’ve noticed that when the perfect plan is on the table, your decision-making process becomes effortless.
Complete the Survey above and we’ll handle the rest…
Welcome to the new age of shopping for insurance!
Old way: Go to your local insurance office (or submit a request online) and wait for an agent to call you to coordinate a meeting to review your insurance options.
New way: Fill out the survey and you choose to arrange a meeting with a Trusted Advisor or choose to receive a custom video Masterclass of your best strategies/options.
Why? We want help you make an educated decision, by advising you in a way that allows you to process the information. No obligations or assumptions.
Who? If you’re curious about what Life Insurance strategies make sense for your situation (and budget), we’ll show you a plan tailored to specially to you and your needs.
We’ve dedicated ourselves to helping teachers (and all unsung heroes) restore balance to their financial position.
They’re not getting paid what they’re worth in a career of service and we show them strategies that they can use TODAY that provide the freedom to retire like the heroes they truly are.
Explore a range of products supported by the top 30 insurance carriers.
Ensures that your mortgage payments are always met on time, even in the face of unexpected tragedy.
Provides a depth of coverage that is both flexible and permanent. Tax-deferred benefits, living benefits and protection against the unexpected are all included.
Provides affordable protection, often covering 10-30 years, that provides both long-term clarity and security.
Once you qualify, you pay premiums based on your amount of coverage. If you die while the policy is in force, the insurance company provides funds to pay off your mortgage.
Mortgage protection provides funds to cover an outstanding mortgage balance in the event of your death.
The main benefit is to protect your family in the event you die with an outstanding mortgage balance. This coverage is also easy to purchase, no physical exam is typically required, and rates are generally affordable. Certain policies also offer a return of premium feature, so if you don’t use the benefit, you get your money back.
Yes! Since so many companies offer this coverage, pricing is competitive and therefore affordable.
Most plans are offered with simplified underwriting, so you don’t always have to pass a medical exam to qualify. If you have a pre-existing condition, this can be a less competitive option to qualify for.
If you plan to purchase a home, or you’re already paying a mortgage, you should have this insurance to ensure you’re protected if the unexpected happens.
We are happy to answer any questions you might have. Get in touch with us.
Read what our customers are saying about The Dally Group and our agents.
“Naomi was extremely knowledgeable and helpful. They were able to get me coverage at an affordable price.”
“It was easy, affordable and understandable. I love that I know my family will have additional coverage.”
“Jonathan did a great job explaining my options and finding the best plan for me. They were also very caring and concerned for my family’s well-being. Would definitely recommend The Dally Group!”
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to best match your coverage and financial needs.
Our eight core values are the driving force behind everything we do.
Read our comprehensive guide to answer any life insurance questions you have.
View our interactive timeline to see what insurance is right for you
Phone: (804) 840-7333
Learn more about The Dally Group’s Debt Free Life program, which can help you get out of debt in nine years or less without spending any additional money.