2 Amherst Road PO Box 455 | Sunderland, MA 01375.  Office:  413-665-8324 |  Fax:413-665-1280

© Copyright 2018. All Rights Reserved. Dale Frank Insurance

With more than three decades’ experience, Dale Frank is the founder and principal of Dale A. Frank Financial Group, located in Sunderland, Massachusetts. He has passed the Series 63 and Series 7 exams and is a Registered Representative. Dale is regularly featured on WFSB Western MA News Money Matters segments and on WHYN 560 am Passport To Retirement Income Solutions.

 

Dale entered the insurance and annuity industry in 1979 with a specific vision: to enable clients to keep their hard-earned assets by helping them learn to balance market risk while still growing their retirement savings. With this conservative philosophy of money management, he and his team of professionals strive to help clients gain confidence in their financial futures.

 

Dale recognizes the importance of preserving assets accumulated for retirement and the need for revisiting those asset allocations as clients transition from working years into retirement years. Focusing on the unique needs of retirees and transitioning boomers, Dale employs a host of time-tested strategies designed to preserve one’s life savings, avoid paying unnecessary fees and create tax efficiency.

 

Additionally, Dale consults with federal and state employees regarding their retirement benefits. He helps inform clients of the intricacies of Social Security optimization as a cornerstone to their retirement income strategy.

 

Dale regularly conducts seminars and workshops throughout Western Massachusetts and the Connecticut River Valley on the importance of proactive retirement strategy and the potential challenges that may arise in retirement without strategies in place.

 

To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at 413.665.8324 today!

 

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

 

Your insurance professional and registered investment advisor/registered representative is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.

Insurance products offered through Dale A. Frank Financial Group. Dale Frank offers securities through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. MAS and Dale A. Frank Financial Group are not affiliated companies. Dale A. Frank Financial Group is not affiliated with the U.S. government or any governmental agency. 

Dale A. Frank Insurance Agency, Inc. 

Pledge of Performance:

Trusted Choice® agencies are insurance and financial services firms whose access to multiple companies and commitment to quality service enables us to offer our clients competitive pricing, broad choice of products and unparalleled advocacy.

As a Trusted Choice® agency, we are dedicated to you and are committed to treating you as a person, not a policy. This commitment means we shall:

  • Work with you to identify the insurance and financial services that are right for you, your family or your business and use our access to multiple companies to deliver those products.

  • Guide you through the claims process for a prompt and fair resolution of your claim.

  • Help solve problems related to your coverage or account.

  • Explain the coverages and options available to you through our agency, at your request.

  • Explain the coverages and options available to you through our agency, at your request.

  • Return your phone calls and e-mails promptly and respond to your requests in a timely manner.

  • Provide 24/7 services for our customers, offering any or all of the following: emergency phone numbers, Internet account access, e-mail and call center services.

  • Use our experience and multiple company relationships to customize your coverage as needed.

  • Commit our staff to continuing education so they may be more knowledgeable in serving you.

  • Treat you with respect and courtesy.

  • Conduct our business in an ethical manner.

We pledge this to you, our clients, and ask that you let us know if we fail to meet our commitment, so we may take corrective action.