Dali's Financial Services

07/23/2025

🚨 STUCK? BROKE? BURNT OUT? READ THIS. 🚨
Sacramento could change EVERYTHING for you.
Don’t miss your chance. 🛫 🚗

Are you tired of:
❌ Living paycheck to paycheck?
❌ Feeling like there’s more out there but not knowing how to reach it?
❌ Doing everything “right” but still falling behind?
❌ Working a job that drains you — or not being appreciated at all?

💥 Then maybe… just maybe…
You need to be in Sacramento for something completely different.

This isn’t just a business trip.
This is a wake-up call.
A chance to finally see something real. To hear real stories. To meet real people who were once exactly where you are — but now they’re living life on THEIR terms.

🚗 If you're in California: DRIVE.
🛫 If you’re in another state: FLY.
👉 Do whatever it takes to get in that room. It will be worth every sacrifice.

✨ You’re not too old.
✨ You’re not too late.
✨ And you’re definitely NOT stuck — unless you decide to stay stuck.

This may be the moment you look back on and say,
“That’s when everything changed for me.”

📣 CONTACT ME ASAP.
I’ll help you figure it out. I’ll help you get there.
Don’t let this pass you by.

With belief in your future,
Dali Josipovic
📞 678-776-1395

07/23/2025

"Thank you Dali for helping us start EARLY and encouraging us to overfunded our kids policies early. We overfunded our policy using tax refunds — now we have access to cash for college and emergencies, without loans or credit" - Samir

Dali Josipovic
678-776-1395
I'm here to help ❗️

07/23/2025

07/20/2025

🛑 Do you have life insurance❓️ Let’s review it!

Whether you have a Term Life policy or an Indexed Universal Life (IUL) policy, it’s time to check in.

✅ If you have term insurance, let’s make sure you know when it expires, whether your coverage still fits your life, and if it’s time to add or adjust for your current goals.

✅ If you already have an IUL policy — then you’re building wealth and protection in one!
Your cash value can grow tax-deferred, and when structured properly, you can access it tax-free for things like retirement, college, or emergencies — thanks to IRC Section 7702 and 72(e).

💡 Personally, I started IUL policies for both of my boys when they were just a few months old.
Over the years, I’ve overfunded them with monthly contributions or tax refunds — and now they have a strong head start for their future. 💛

This strategy is powerful for us as adults, but even more impactful for our kids — they have time on their side, and the policy grows with them!

🧠 And here’s something many don’t realize — these plans, when properly structured, offer not just smart tax strategies, but also Long-Term Care benefits (if you qualify), which is a critical piece of modern financial planning.

📞 Message me today at 678-776-1395
Let’s schedule a time to review your policy or set one up for your children or grandchildren.

💬 Referrals are always welcome — I take great care of the families you send my way 💛

07/16/2025

🎉 Turning 65 Soon? 🎉
It’s a special milestone — and the perfect time to explore your Medicare Advantage or Medicare Supplement options!

📌 Don’t enroll over the phone with just one provider.
They’ll only show you their plan — not what’s best for YOU.
When you speak with an independent, licensed agent like me, you get options from multiple companies — so you can choose the plan that gives you the most benefits and fits your budget best. 💙

I can help you compare plans from:
✅ UnitedHealthcare
✅ Humana
✅ Aetna
✅ BlueCross BlueShield
✅ Kaiser Permanente
✅ Sonder
✅ And many more providers, depending on your state!

📞 Call or text me: 678-776-1395
💬 Free, licensed, and trusted assistance — available nationwide.

Let’s make sure you’re fully covered and confident in your Medicare plan. You only turn 65 once — let’s do it right. 🎂

👉 Tag a loved one who’s turning 65 — I’ll treat them like family.

07/16/2025

🌟 Grateful for Referrals! 🌟

A big THANK YOU to all my clients & friends for referring someone they cares about to me. 💛
Your trust means the world to me, and I’m truly honored to help your loved ones with their financial journey.

🎁I appreciate your continued support — referrals are the highest compliment I can receive.

If you know someone who needs help with Medicare, Health Insurance, Retirement Planning, or Financial Protection, I’d love to be a trusted resource.

Let’s keep spreading knowledge, support, and financial peace of mind. 🌱✨

— Dali Josipovic
📞 678-776-1395 / 678-221-7953
💬 Free Consultations | Bilingual Support

07/15/2025

Feeling Thankful 💛☕

Today I finally used my special cup—gifted by a very special friend—for the first time while hosting a powerful webinar with 1.6K+ individuals on Zoom and even more gathered in local offices across North America.

I’m truly grateful and blessed to do what I love and love what I do—educating families across the U.S. and Canada and mentoring incredible partners along the way. 🌎📚

It’s an honor to serve, to lead, and to help others build a more secure future. 🙏

07/15/2025

❗️If You’re 70 or Older, This Retirement Tip Is for You❗️

As you may know, once you turn 73, the IRS requires you to start taking Required Minimum Distributions (RMDs) from your retirement accounts—like IRAs, 401(k)s, and 403(b)s. These distributions are taxable and can gradually reduce the legacy you may want to leave behind.

If you’re 70 or older and have funds sitting in an old 401(k), 403(b), or IRA that you’re not actively using for income, this is the perfect time to revisit your strategy.

There are options available that can:

✅️Offer a bonus when you reposition your funds

✅️Provide guaranteed lifetime income

✅️Protect your savings from market losses

✅️Help your money continue growing while still satisfying your RMD requirements

🎉It’s all about making your retirement money work smarter—not just watching it get taxed away.

Let’s schedule a quick conversation to explore your options. You’ve worked hard for your savings—now let’s make sure they’re working hard for you.

Warm regards,
Dali Josipovic
Licensed Financial Professional
📞 678-776-1395/678-221-7953
📍Serving Families Nationwide

07/13/2025

🚨 2026 Health & Medicare Enrollment is Almost Here! 🚨

Confused about Obamacare, Georgia Access, or Medicare? Don’t worry — I’m here to help you and your loved ones every step of the way.

🗓 Medicare Enrollment: October 15 – December 7, 2025
🗓 Health Insurance Enrollment: November 1, 2025 – January 15, 2026

✅ Enroll, update, or review your plan
✅ See if you qualify for lower monthly premiums
✅ Avoid gaps or costly mistakes

📞 Call or Text: 678-776-1395 / 678-221-7953
💬 Free, licensed, and trusted help — bilingual support available!

👉 Tag your friends and family who might need this or don'thave agent!
💛 I truly take care of those you refer — your loved ones are treated like family, because they are.

Let’s make sure you’re covered for 2026! 💼💙

07/13/2025

🌞 Happy Sunday, dear friends! 🌸

If you haven’t smiled yet today…
Here’s a little post to help you do just that 😄💕

Life is sweeter when we laugh, take little trips, and enjoy the moment — even if that means going solo and saving 50%! 😉✈️

Yep, sometimes you just need a mini escape — a walk in the park, a grocery run, or a relaxing massage.
But no matter what...
📌 Your financial checkup still matters.
Do it together with your spouse — so you’re on the same page when it comes to your future. 💬💑

Wishing you a joyful, peaceful, and beautiful Sunday.
Let your heart smile and your soul breathe today. 💖

– Dali Josipovic

07/13/2025

🛑 Already rolled over your 401(k) or IRA to the bank or with a financial advisor❓️
That’s a great step — but are you 100% sure it's working in your best interest long term❓️

✅ Are there hidden fees eating into your savings?
✅ Do you have protection from market loss?
✅ Will your money last your entire lifetime — and maybe even leave a legacy?

Even if you’ve already taken action, it never hurts to get a second opinion.
Think of it like getting a health check-up — a fresh perspective can make all the difference.

🔍 I offer free, personalized consultations to help you:

✔️Understand all your current options

✔️Compare strategies without pressure

✔️Avoid unnecessary fees or risks

✔️Learn how to stretch your retirement dollars for life

💡 This is nothing personal against your financial advisor or bank.
Sometimes we just don’t know what we don’t know — and it’s wise to explore all options to make sure your plan is truly serving you.

📲 Let’s review what you’ve already done and make sure it’s the best it can be.
It’s your future — and it deserves a second look.

Dali Josipovic
678-776-1395/678-221-7953
Free consultation | Trusted guidance | No pressure USA & CANADA