Maximum Funded IUL
A Drake Family Insurance Company
Protecting Families Since 1955
Our Family Legacy in Life Insurance
Since 1955, the Drake family has been dedicated to helping families secure their financial futures through innovative insurance solutions. What began with William Butler Drake in Wichita Falls, Texas has evolved into Maximum Funded IUL—a specialized firm focused on maximizing the benefits of Indexed Universal Life Insurance for retirement planning.
First Generation
William Butler Drake established our foundation in 1955, offering honest, personalized life insurance guidance throughout Texas. His client-first approach established the integrity that continues to guide us today.
Second Generation
Curtis Drake joined the family business in 1976, expanding our reach and adapting to the changing insurance landscape—all while maintaining the personal touch clients had come to expect from the Drake name.
Third Generation
Clay Drake now leads our specialized focus on Maximum Funded IUL strategies. Under his guidance, we’ve pioneered innovative approaches to retirement planning that leverage the unique tax advantages of properly structured IUL policies.
Our Leadership Team
Clay Drake
Founder & CEO
With a deep understanding of advanced IUL strategies, Clay has pioneered the Maximum Funded approach that helps clients build substantial tax-free retirement income while maintaining essential protection benefits.
Curtis Drake
Senior Advisor
With over four decades of experience in the insurance industry, Curtis brings invaluable wisdom to our team. His expertise ensures our strategies remain grounded in proven insurance principles while embracing innovative retirement planning approaches.
Our Mission
We believe every family deserves financial security and peace of mind, particularly in retirement. Our mission is to provide optimized Indexed Universal Life insurance solutions that create tax-free retirement income while protecting your loved ones’ futures. We deliver this through personalized service and the unwavering integrity that has defined our family legacy for generations.
Why Choose Maximum Funded IUL
Specialized Expertise
Unlike general insurance agencies, we focus exclusively on maximizing the retirement planning benefits of Indexed Universal Life policies, giving our clients access to specialized knowledge and strategies.
Multi-Generational Perspective
With nearly 70 years of combined experience across three generations, we understand the long-term implications of financial decisions and how to structure policies for maximum lifetime benefit.
Client-First Philosophy
Following William Drake’s original vision, our success is measured by the families we help achieve financial independence and the peace of mind we deliver through properly structured insurance strategies.
Educational Approach
We believe in empowering our clients through education. Our comprehensive resources help you understand exactly how your Maximum Funded IUL strategy works and why it’s optimized for your retirement goals.
Our Process
Free Consultation
We begin by understanding your unique retirement goals, current financial situation, and protection needs to determine if a Maximum Funded IUL strategy is right for you.
Customized Strategy
We design a personalized Maximum Funded IUL solution optimized for tax-free retirement income while providing the necessary life insurance protection for your family.
Simple Implementation
Our streamlined process makes applying for and setting up your Maximum Funded IUL policy straightforward, with guidance at every step.
Ongoing Optimization
We provide regular reviews to ensure your policy continues to perform optimally as your circumstances and the economic environment evolve over time.
Connect With Us
Contact Information
Phone
Office
6400 FM 2147 Suite 205-C
Horseshoe Bay, TX 78657
Office Hours
Monday – Friday: 9:00 AM – 5:00 PM CT
Weekend appointments available upon request
Get Started
Ready to explore how a Maximum Funded IUL strategy can enhance your retirement planning?
Is a Maximum Funded IUL Right For You? 📋
Take the first step toward a tax-free retirement by scheduling your complimentary Maximum Funded IUL analysis today.
Perfect For You If:
- You desire tax-free retirement income
- You’re concerned about market volatility
- You’ve maxed out traditional retirement plans
- You want financial flexibility throughout life
- You seek protection from potential tax increases
- You value leaving a tax-free legacy
May Not Be Ideal If:
- You need all available income for current expenses
- You have very short-term financial goals (under 7 years)
- You face significant health challenges affecting insurability
- You lack consistent cash flow for premium payments
Ready to see if a Maximum Funded IUL is right for you?
Get a personalized illustration showing how a Maximum Funded IUL could provide tax-free retirement income tailored to your specific situation.
✓ See projected tax-free retirement income
✓ Compare to traditional retirement accounts
✓ Get personalized strategy recommendations
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