

Email: [email protected]
Phone Number: 515-230-6966
WealthMaxSolutions.com
ABOUT ME
Dylan is a driving force in the financial industry. As President of WealthMax Solutions, Executive Vice President of Exclusive Strategic, and Senior Advisor of Exclusive Annuities, he specializes in transforming complex financial strategies into powerful, accessible solutions that foster long-term wealth growth and financial security. His deep-rooted passion for financial literacy fuels his mission to help clients build, protect, and optimize their wealth through innovative, tax-efficient approaches.
By leveraging his expertise, Dylan crafts highly personalized financial blueprints tailored to each client’s unique financial structure. His approach ensures financial stability, maximized income, and generational wealth preservation, positioning clients for sustained success
Advanced Tax-Efficient Wealth Accumulation and Preservation
Strategic income maximization and cash flow optimization
Optimizing asset distribution
Roth Conversion Implementation

FINAL EXPENSE
Final Expense insurance will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.

MORTGAGE PROTECTION
Mortgage protection insurance is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.

INDEXED UNIVERSAL LIFE
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.

FIXED INDEXED ANNUITIES
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
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