Leveraged Planning Solutions

WealthUSA are providers of Leveraged Planning Solutions – financial planning strategies that use the power of leverage to dramatically magnify our client’s buying power when funding life insurance and annuity policies. Working with us, our clients are able to design, implement and fund a wide range of financial and business planning solutions.

As a marketing affiliate for Global Financial Distributors, Inc., WealthUSA offers the complete range of Leveraged Planning® programs.

What is Leveraged Planning?

Leveraged Planning Solutions enable businesses and individuals to implement insurance and annuity backed financial strategies to achieve a broad range of goals - from buy/sell funding to estate planning.

Leveraged Planning programs are ideally suited to provide you with a powerful combination of stability, selectivity, cost effectiveness and tax efficiency. 

Our Process

Our expertise and efficiency make us an ideal  choice to provide you with custom-tailored "traditional premium finance" strategies. From formation of the right design matched with the best product choice to funding the premiums of the underlying policy, our knowledge and experience is your advantage.

Retirement Planning

Whether you are 35 and far from retiring, 55 and getting closer or, like many other business owners, you are looking for ways to better prepare for retirement, Leveraged Planning solutions can provide you with a total or supplemental retirement income stream in the future, depending upon your particular requirements.

Business Planning

Buy-sell agreements, key man policies, COLI - Leveraged Planning solutions provide the means to implement and fund all of these and more. With the possibility for tax advantaged treatment and the potential to significantly free up existing assets, these solutions can prove particularly valuable as business planning approaches.

Leveraged Planning Case Studies

Read about how leveraged planning solutions aided a business with wealth creation, and individual with premium financing, and a business with a buy-sell agreement. 

View Case Studies

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