Privacy, terms, disclosures & licensing
The formal detail behind everything on this site. Effective date: January 1, 2026.
Privacy Policy
Dass Financials collects information you provide directly (name, contact details, and stated interests) through consultation and agent-inquiry forms. We use this information solely to respond to your request, match you with a licensed representative, and — where you've opted in — send relevant educational content. We do not sell personal information to third parties. Information may be shared with carrier partners only as needed to process an application you've requested. You may request access to, correction of, or deletion of your information at any time by emailing privacy@dassfinancials.com.
Terms & Conditions
Use of this website constitutes agreement to these terms. Content on this site is for general educational purposes and does not constitute individualized financial, insurance, tax, or legal advice. Product availability, rates, and features vary by state and carrier and are subject to underwriting approval. Dass Financials reserves the right to update site content, including these terms, at any time without prior notice. All trademarks, logos, and copy on this site are the property of Dass Financials unless otherwise noted.
Financial Services Disclosures
Insurance and annuity products referenced on this site are issued by third-party carrier partners, not by Dass Financials. Guarantees associated with these products are backed solely by the claims-paying ability of the issuing carrier. Indexed products' growth is linked to, but not directly invested in, a market index; caps, floors, and participation rates vary by product and carrier and are subject to change. Past performance of any referenced index is not indicative of future results. Agent income figures referenced across this site reflect a range of individual outcomes based on effort, licensing timeline, and market conditions, and are not a guarantee of future earnings for any individual.
Licensing Information
Dass Financials and its representatives are licensed to sell insurance in the states in which they conduct business. National Producer Number (NPN) and state-specific license numbers are available upon request and are disclosed to clients prior to the sale of any product. Representatives offering securities-adjacent strategies hold applicable state and/or FINRA-registered licensing where required. Dass Financials is not a bank, is not FDIC-insured, and insurance products are not deposits.