Bulldog Financial Group, LLC

Joanna Hallac, Founder/Principal

For quotes and instant approvals on Term, Whole Life, or Final Expense, click here to get quick and affordable options. With most Ethos policies, you will also get a FREE living will and trust to help you with all of your estate planning needs!

Through our affiliation with an independent brokerage, we are able to bring products, services, and financial solutions from over 25 Fortune 500 and AAA rated financial and insurance companies in the country. Looking for tax-free retirement and savings options that don't have the limitations of a Roth IRA? We've got you covered. Looking to protect your money from market losses while earning yearly interest on average of 8-12%? We can help you with that, too. Maybe you just need life insurance to protect your family or small business? We're here for you.

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About Us

I spent over two decades in education, which means the thing that matters most to me is helping people and making their lives better.

With finance and entrepreneurship in my family, I decided to switch gears and start a financial services company with that same call to help and serve others. At BFG, we are dedicated to helping all individuals, families, and small businesses thrive and achieve their financial goals.

As a dog lover and bulldog owner, I chose this name for my company because just like a bulldog, I'm stubborn and fiercely loyal, and ready to fight to protect you and what matters to you.

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Tax-Free Retirement and Savings Solutions

By using specific types of insurance-based products, we're able to help our clients save for retirement, and their child's future, or to protect and pass on generational wealth to their families. Some of these strategies are allowed to accumulate cash deferred and then either withdrawn or loaned to the owner tax-free under IRS Code 7702 (a), not to mention it gets passed onto your beneficiaries tax-free. However, you must work with a licensed expert who understands how to properly structure these types of policies.

What are some other benefits of utilizing permanent, cash value, indexed universal life, or indexed whole life insurance to help you build tax-free wealth? Your money is safe from market volatility, will generally perform well enough to beat inflation, and you have liquidity.

We also have great deferred fixed indexed annuities and income annuities on our platform to help those in or near retirement ensure they never run out of money in retirement.

Ready to learn more? Book a complimentary financial review!