Dale Insurance & Financial Services is more than an insurance agency. We also offer investment products and access to consumer loans and certificates of deposit through the Assurance Partners Bank.

Investments/Retirement Plans

We offer Tax Qualified Plans such as Tax-Deferred Annuities, Traditional and Roth IRAs, Rollover and Conduit IRAs, Savings Incentive Match Plans for Employees (SIMPLE), Simplified Employee Pension Plans (SEP), Salary Reduction Simplified Employee Pension Plan (SAR-SEP), and Keogh Plans. We also offer Pension Maximization plans.

Consumer Loans

We offer access to new and used auto, boat, motorcycle, recreational vehicle, and truck loans; first mortgage residential loans; home equity loans and lines of credit; student loans; personal loans; installment loans; lines of credit; and small business lending. We also offer access to Certificates of Deposit. These products are provided and underwritten by Assurance Partners Bank. Assurance Partners Bank is sponsored by the National Association of Mutual Insurance Companies (NAMIC) with funding provided by more than 260 NAMIC member companies in 35 states and Canada. It is a federally chartered thrift institution regulated by the Office of Thrift Supervision (OTC) and the Federal Deposit Insurance Corporation (FDIC).

To obtain interest rates and other information:

Please give us a call at 765.472.4085 (local) or toll free at 866.361.6100.

If you are interested in more information about Assurance Partners Bank, please visit the Assurance Partners Bank website.

For more information on consumer loan products and rates, click here.

To apply for a loan on-line via a secure e-mail link, you may do so by clicking here