Frequently Asked Questions

These FAQs apply only to DAK Financial and their products, not to Client One services and their products.


Q: What kind of rating do the companies you work with have?
A: DAK Financial works with A+ rated companies.


Q: Will my principle be protected?
A: Your principle is always guaranteed with DAK Financial.


Q: Can I transfer my pension into an annuity?
A: Yes, you may transfer money from a qualified plan to an annuity.


Q: Does your indexed universal life program offer living benefits i.e., long-term and critical care at no extra cost?
A: Yes. You can access cash in your policy to cover these expenses.


Q: Can I take my required minimum distribution (RMD) from a qualified fixed index annuity and start receiving payments right away?
A: Yes. We have products that can be set up to pay you your RMD immediately, with guaranteed principle and increasing income payments.

328 Daniel Webster Hwy, Meredith, NH 03253

Copyright 2018, DAK Financial Group, LLC