Dan Baze Agency

04/13/2026

Here is my latest Blog post. We are focusing his month on Roth IRA and Roth conversions.

If you’ve been exploring ways to optimize your retirement strategy, Roth IRA conversions—and especially backdoor Roth conversions—may have come up. Below is a clear, question-and-answer guide to help you understand how they work, their tax implications, and when they might make sense for you. ...

03/30/2026

Announcing the winner of the Dan Baze Agency giveaway basket at Lubbock Uncorked 2026. Special thanks to Pauline Mills from GlassyAlley Art Studio and Gallery for putting together this years basket. For those of you interested and possibly confused "Tout De Suite" is a French phase meaning immediately, right away, or at once. Thanks everyone for coming by our booth and signing up.

03/28/2026

We will be exhibiting at Lubbock Uncorked today from 1-6 at the American Windmill Museum. Stop by and say hello. Sign up to win our great giveaway.

03/20/2026

I have been training hard to be a better resource to my clients. Here is the latest certification that I have earned to be able to better help my clients plan for retirement.

03/20/2026

Whether Social Security will be here or not, there are strategies needed to provide for income in retirement and/or to limit taxes on your Social Security income (Yes it can be taxed up to 85%). We can help. Let's have a discussion. 806safemoney.com

A new Penn Wharton study finds that slashing benefits—not raising taxes—produces the biggest economic gains. Here’s the counterintuitive math.

03/19/2026

Check out this chance to win, win, win!

GIVEAWAY TIME, LUBBOCK!

Baze Insurance Agency is giving away 2 VIP tickets to one lucky winner for Lubbock Uncorked on March 28th from 1PM-6PM at the American Windmill Museum.

Want in on the fun? Here’s how to enter:
Like, Share and Follow by Wednesday, March 25th for your chance to win!

Winner will be drawn at random and announced on March 26th.
Perfect for a girls’ outing, fun date, or just an excuse to sip some amazing wine, eat some good food and enjoy live music.

03/16/2026

An interesting article on smart insurance preparation from my monthly newsletter.

Coverage, Comebacks & Championship Protection: Winning the Insurance Game

03/12/2026

Checkout this video about the American National Smart Start Accumulator annuity. This is a unique product that helps jump-start your savings.

Check us out at www.806annuity.com

https://lad.americannational.com/content/dam/lad/marketing-resources/promotional-videos/Anico_Smart_Start_v15.mp4?WT.mc_id=

An annuity is a financial product offered by insurance companies, designed to provide a steady stream of income for a predetermined period or for the remainder of a person's life.

03/05/2026

I was just notified of the death of a life insurance client. This is the first death of one of my life insurance clients in my almost 9 year career. Glad I could help provide for her burial and take a little burden off the family

02/16/2026

A new article from my newsletter. https://www.danbazeagency.com/nav-page/?navPage=https%3A%2F%2Fhub.my220.com%2Findex.php%2Fnewsletters%2Farticle%2Fpreview%3Fid%3D556

02/06/2026

Protect your jewelry without having to file a claim on your homeowners insurance.