Investment Solutions

The strength of Dannah Investment Group, LLC is in the creative solutions that we can bring to the table for your business.  We’ve combined expertise from CPAs, Attorneys, Registered Investment Advisors, and Insurance agents to provide you with some of the the best tools to maximize profitability for your business.  Some of these strategies include:

  • Captisure™  
    • Risk management strategy that allows you to control your business risks
    • Strategic tax advantages
    • Retain underwriting profits currently going to your insurance company
    • Flexibility in investment options

  • Deferred Sales Trusts
    • Looking to sell your business or property without a 1031 exchange?
    • Defer taxes for periods of your choosing
    • Earn investment income on money you would have otherwise paid in tax
    • Flexibility of investment options as well as when income is received

  • Exponential Growth Retirement Plan     
    • Only pay 25% of premium payments
    • Experience rapid growth in your retirement funds by utilizing investment income arbitrage  
    • Solves four potentially devastating retirement roadblocks:
    • Dying too soon
    • Becoming ill
    • Outliving your income
    • Needing more money in retirement

  • Certannuity™ 401K Plans
    • Investment options that include
    • Fixed fee that is better than most plan fees
    • Participation in market gains
    • Zero downside market risk
    • Guaranteed income in retirement

  • Corporate Cash Solutions
    • A solution for corporate cash reserves that can out-perform traditional alternatives
    • Access to your money at any time
    • No term commitment