Last updated: January 1, 2025
Welcome to Build A Retirement Paycheck, operated by Dana Wallace Financial Services. By accessing or using our website at buildaretirementpaycheck.com and submitting a consultation request, you agree to be bound by these Terms of Service. Please read them carefully.
By using this website and submitting your information through our consultation request form, you acknowledge that you have read, understood, and agree to these Terms of Service and our Privacy Policy. If you do not agree to these terms, please do not use our website or submit your information.
Dana Wallace Financial Services provides retirement planning consultations and information about annuity products. Our services include:
Dana Wallace is a licensed life insurance agent (NPN #21430356) licensed to sell insurance products in California, Virginia, Texas, Maryland, Oregon, Washington, and Idaho. Services are only available to residents of these states.
The information provided on this website is for general educational and informational purposes only and does not constitute financial, investment, legal, or tax advice. Annuity products involve important considerations and risks. You should consult with qualified financial, legal, and tax professionals before making any decisions about purchasing annuity products or rolling over retirement accounts.
Annuity products are insurance products and their performance depends on the financial strength of the issuing insurance company. While fixed and fixed index annuities offer principal protection from market loss, they are subject to surrender charges during the surrender period, caps, spreads, and participation rates that limit upside potential. Past performance of any product is not indicative of future results.
By submitting a consultation request through our website you expressly consent to:
You may opt out of communications at any time by contacting us at dana@buildaretirementpaycheck.com or by replying STOP to any SMS message.
We strive to provide accurate and up-to-date information on our website. However, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, or suitability of the information contained on this website. Annuity rates, product features, and availability are subject to change without notice.
All content on this website including text, graphics, logos, and design elements is the property of Dana Wallace Financial Services and is protected by applicable copyright and intellectual property laws. You may not reproduce, distribute, or create derivative works without our express written permission.
To the fullest extent permitted by law, Dana Wallace Financial Services shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this website or reliance on any information provided herein. Our total liability to you for any claim arising from these terms shall not exceed the amount you paid for our services, if any.
Our website may contain links to third-party websites. These links are provided for your convenience only. We have no control over the content of those sites and accept no responsibility for them or for any loss or damage that may arise from your use of them.
These Terms of Service shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law provisions. Any disputes arising under these terms shall be subject to the exclusive jurisdiction of the courts located in California.
We reserve the right to modify these Terms of Service at any time. Changes will be effective immediately upon posting to the website. Your continued use of the website after any changes constitutes your acceptance of the new terms.
If you have any questions about these Terms of Service please contact us: