The Dally Group

Jonathan Dally | “Coach Dally”

My name is Jonathan, I am a 36-year-old Life Insurance/Advanced Markets Expert originally from the West Coast (AK, WA, and CA). In 2013, while playing (American) football in Europe, I met my wife in the comments section of a Facebook post… Of course from the very beginning, I knew she was the one. Since then […]

Understanding the Retirement Income Gap

Bridging the Financial Divide Planning for retirement involves careful consideration of various factors, including income needs. One key concept to grasp is the “retirement income gap”, which refers to the difference between the income you will require in retirement and the income you expect to receive. Let’s explore the concept of the retirement income gap […]

New Career?

18-45 years old OR 15+ Years Before You Retire Let’s structure your plan… w/ compound interest in mind!   The Sooner, the Better: The Best Time to Start Saving for Retirement Retirement is a stage of life that demands careful financial planning and preparation. While it may seem like a distant milestone when you’re young […]

Retirement on the Horizon?

46-60 years old OR 5-15 Years Before You Retire Don’t let the market (or your money manager) determine when you can retire! Be in Control of Your Retirement Retirement is a stage in life that holds immense potential for personal fulfillment, freedom, and joy. However, to truly make the most of this chapter, it is […]

You’ve Made it… Now Enjoy it!

60+ years old OR Already Retired | You’ve Saved for Long Enough… Now Let’s Make it Last Forever! The Importance of Protecting Your Life Savings: Securing Your Financial Future Your life savings represent years of hard work, dedication, and financial planning. Protecting this hard-earned wealth is vital for ensuring long-term financial security and peace of […]

The “Infinite Bank”… Simplified

The infinite banking concept is a financial strategy that involves using a permanent life insurance policy as a savings vehicle. The basic idea is that you can borrow money from the cash value of your policy, then pay it back with interest, effectively borrowing from yourself instead of a bank. Here’s a simple example to […]

The Power of Indexed Universal Life

Indexed universal life (IUL) insurance is a type of permanent life insurance that offers both death benefit protection and the potential for cash accumulation. Unlike traditional universal life insurance, IUL policies offer the ability to earn interest based on the performance of a market index, such as the S&P 500. Here are some reasons why […]

Good Reasons to Secure Final Expense Coverage Before you Retire

As you approach retirement age, it’s essential to plan for the future, and part of that planning should include purchasing final expense insurance. Final expense insurance is a type of life insurance that is specifically designed to cover the costs associated with a funeral and burial. Here are five benefits of final expense insurance that […]