About Us
100% of our client's money goes into their investment or insurance product!
There's a reason we don't charge additional fees for our many services. Our business model is based on the premise that the information we provide and the access we give to these investments and protections shouldn't be a financial burden to anyone. Instead, whatever amount of money that our clients can invest should go right into their investment or insurance product and not go towards the unnecessary administrative or management fees that so many brokerages and firms charge to gain additional profits. This way our clients can gain the most from each dollar they contribute, and because we focus on indexed insurance products our clients can feel confident that market fluctuations won't subtract from their investment value. We want to help everyone in America to start investing smarter earlier, the way so many Americans wish they had done long before they actually did (if they did at all).
Here at Dynamic Life Financial we pride ourselves on being a part of Five Rings Financial™ and subsequently the Alliance Group™, two organizations that are all about helping people. As such, we hold ourselves to the highest fiduciary standards, have chosen our appointments with financial institutions such as National Life Group, Ameritas Life, Foresters Financial, SILAC Insurance, and F&G Annuities and Life all of whom we believe offer the "best of the best" life insurance-based financial products in America. And with their track record of awards and organizational growth, we're not the only ones. Let us show you why our services and our company partners can exceed even your expectations!
For individuals...
So many people don't know where to start when it comes to investing. They get so wrapped up trying to "win big" in crypto or the stock market that they often put whatever amounts they have to invest at risk. And if the markets shift unexpectedly in a negative way and large sums are lost, the attitude is often "well, that's the risk you take."
But at Dynamic Life Financial we pride ourselves in knowing that there are better investments out there. Through some of the world's largest financial institutions, we give you access to investments that can:
- Protect Your Money - with guaranteed principal and guaranteed earned compounded interest
- Enhance Your Money's Earning Potential - with indexed performance, zero-percent minimum crediting, and participating loans
- Provide Flexible Contribution Options - design an investment plan that gives you the ability to increase or decrease contribution amounts at will
- Provide Flexible Withdrawal Options For Whatever Your Needs - withdrawal percentages, specified amounts, time-based and lifetime-based options
- Be Applied to Multiple Investment Vehicles - use as Traditional IRAs, Roth IRAs, Profit-Sharing Plans, Golden Parachutes, Succession Agreements, Buy-Sell Arrangements, and more
Let us help you to achieve your personal financial goals and lead your most dynamic life. Speak with us about how you can apply these protective strategies to your life, and to your family! Click Here for a list of our financial services.
...and For employee teams (that means 1099's Too)
Many business leaders know the power of providing voluntary benefit options to their employees, but benefits brokers aren't usually cheap, and if they are, they may not be offering the best package for your team.
Through Dynamic Life Financial we offer you another option... whether you currently offer benefits to your employees or not. And the best part is, we don't charge a thing to make our services available, and our preferred partners don't charge any administrative fees for their services.
100% of Our Clients' Money Goes Into Their Investment
or Insurance Product
Here's what we offer:
- IRA's (Traditional and Roth) - through your payroll or not!
- Growth Investments
- College Funding Investments
- Retirement Income Investments
- Life Insurance w/ Living Benefits
- ...And Our Proprietary Library of Educational Videos
Let's schedule a 30-minute meeting so we can introduce ourselves and see how we can begin to help you and your team. Speak with Dynamic Life Financial today! Click Here to learn more.
OUR FINANCIAL PARTNERS
National Life Group
National Life Group
National Life Group
Doing business for over 170 years, National Life Group has been dedicated to fulfilling a simple but noble mission in our communities. And that mission is: To Do good in our communities and with the individual families we serve.
National Life Group was #1 in Indexed Life Sales in 2022... with the broadest Living Benefits protection program in the industry it's no wonder why!
Ameritas Life Corp.
National Life Group
National Life Group
Ameritas has been serving the community for over 130 years, and doing it well! Their mission statement: We earn our customers’ trust by helping them improve their lives with our insurance, financial services and employee benefits. Each day, we challenge ourselves to exceed customer expectations.
And since they've been winning the Benchmark Portal Center of Excellence Award for the past 16 years, they've been doing a great job of it!
Foresters Financial
National Life Group
Foresters Financial
This over 145-year old member-based organization was forged from a commitment to help communities in difficult situations. One of the most prominent examples of this commitment goes back to the historic San Francisco earthquake of 1907 which has colored the continued history of Foresters. Today, Foresters Financial offers excellent coverage flexibility for diabetics and marijuana users, and has a simple goal: to provide life insurance with a larger purpose.
SILAC Insurance
Fidelity & Guaranty
Fidelity & Guaranty
In its over 80-year history, SILAC Insurance seems to always be developing new ideas. Their goal is multi-pronged: they look towards the future, developing products for our current and future policyholders in order to help with their savings and retirement needs, while keeping in mind health care issues and the ability to leave a financial legacy for their families.
Fidelity & Guaranty
Fidelity & Guaranty
Fidelity & Guaranty
For over 60 years, Fidelity & Guaranty has prided themselves on a history of innovation and collaboration. And they've been able to accomplish just that and more through their passion for the business and respect for their clients. Their mission statement is simple: We help people turn their aspirations into reality.
Fidelity & Guaranty
At Dynamic Life Financial, we are always on the lookout for financial products that provide a balance between high-performance and flexibility. There are many products available to investors today, but our access to high-performers means that we can be discerning about what our Financial Professionals are able to recommend to our clients. No matter what state you reside in, we'll show you what we would recommend to you, and why.
