Leveraged Life™

We are providers of Leveraged Planning® programs – a set of strategies designed to fill "gaps" in a client's retirement plan or financial planning strategy. Using leverage, these programs provide an opportunity for wealth creation, the structure of custom business planning arrangements and much more

The Programs address the conservative area of a client's portfolio and are designed to provide cost and benefit stability in a client's program over time – or to provide flexibility in business planning. Working together, an efficient loan product and a stable-performing crediting product provide your client with a conservative retirement, business planning or wealth creation program.

Please view our video below for an introduction to this concept, or review one of the case studies to learn more about your opportunities for Leveraged Life™

The Process
Case Studies