LEVERAGED PLANNING® SOLUTIONS FOR INDIVIDUALS
Leveraged Planning® for Individuals facilitates wealth creation, estate planning and other "traditional" life insurance premium financing options.
Our Leveraged Planning® for Individuals brings an added planning dimension to traditional premium financing for individuals hoping to secure greater flexibility for their wealth creation and estate planning needs.
By quickly and creatively facilitating the financing of insurance and/or annuity products, we enable individuals to implement the strategies they need to insure adequate wealth in the future, secure smooth transition of their estate, and more.
Planning for the requirements of estate transfer (including estate tax contingencies) can be a daunting task. With a myriad of options available to meet the planning needs of a complex estate, it can be difficult to know how best to structure a solution that balances the clients needs and financial capabilities.
Leveraged Planning® Solutions for Individuals provide you and your clients with access to a robust set of tools, direct lending approaches and the experience of our seasoned group of veteran financial services professionals to help design and implement a solution that insures the most efficient transfer of your estate possible.
From guidance in establishing an irrevocable life insurance trust (ILIT), to providing access to our direct lending platform offering highly competitive rates and excellent terms, our expertise and efficiency make us the ideal choice to provide your client with custom-tailored estate planning solutions that are a cut above "traditional premium finance" strategies.
Our experienced staff works with high net worth individuals and entrepreneurs to assist in the development and implementation of a life insurance premium financing arrangement that is custom-tailored to the individual’s needs. Our unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.
Future income needs can be much greater than individuals expect – particularly those who've enjoyed significant income and have a higher net worth and are contemplating retirement. Leveraged Planning® Solutions for Individuals provide you and your clients with access to the program design and direct lending approach you need to help design and implement an income planning solution that insures continuation of your client's lifestyle.
We work with you and your client to develop and implement a strategy that targets growth and stability using life insurance and annuity collateralized loans as the basis for the program. Our unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.