Leveraged Planning Solutions
What is Leveraged Planning?
What is Leveraged Planning?
Leveraged Planning is a revolutionary approach to financial strategy, designed to help both businesses and individuals reach their financial goals more efficiently. Using insurance and annuity-backed solutions, Leveraged Planning addresses a diverse range of needs, from business buy/sell agreements to comprehensive estate planning.
Why Choose Leveraged Planning?
Stability: Anchored by insurance and annuity products, these strategies offer a reliable financial framework.
Selectivity: Tailor your plan to meet specific goals, whether personal or professional.
Cost-Effectiveness: Achieve your financial objectives without compromising your current lifestyle.
Tax Efficiency: Utilize strategies designed to minimize tax liabilities.
Why WealthUSA?
At WealthUSA, we specialize in Leveraged Planning Solutions. These strategies utilize the power of leverage to amplify your buying power when investing in life insurance and annuity policies. By partnering with us, you gain the ability to design, implement, and fund a multitude of financial and business planning solutions tailored to your unique needs.
Our Partnership with Global Financial Distributors, Inc.
As a proud marketing affiliate of Global Financial Distributors, Inc., WealthUSA is pleased to offer a complete range of Leveraged Planning® programs, providing you with even more options to secure your financial future.
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
