LEVERAGED PLANNING®:Buy-Sell THE SITUATION: David White, 53, & REVTECH Services, Inc.REVTECH Services, Inc. needed to implement a buy-sell arrangement on behalf of their CEO, David White, 53, to provide for added liquidity for both White and the firm in the event of his departure or death.THE SOLUTION: Leveraged Planning for Business REVTECH and Mr. White elected to use a life insurance policy to provide the funding necessary to maintain business continuity and provide compensation for Mr. White’s interest in the business. A commercial loan was chosen as the means of funding the policy premiums. Using a commercial loan to purchase a life insurance policy enabled REVTECH to reduce out of pocket cash expenditures while still funding the policy sufficiently. REVTECH and Mr. White’s advisor recommended Global Financial Distributors because of their track record, attractive rates and ease of processing and ongoing management. Read the Full Case Study Using a Leveraged Planning solution helped REVTECH realize a significant improvement in their projected annual cash flow and provided a buy-sell arrangement to secure an excellent transition strategy for a key executive. Download Wealth Creation Case Study With Leveraged Planning, Mr. Cena structured a funding strategy for his future income needs that would net a lifetime savings of nearly 60% - $2,000,000 compared to using the traditional savings method. Read Case Study Premium Financing Case Study Mrs. Collins' estate plans called for a bequest of at least $10 million to each of her three children ($30 million total) - with the balance going into a charitable trust for division among several different organizations. She needs a solution that could help to alleviate the tax burden on her estate. Read Case Study Want to Learn More About Leveraged Planning? Name Email Phone Question Thank you! Oops! Get Access to Exclusive Content This page is only available to members of our community. Join us today and get full access. First Name Last Name Email Address Thank you! Oops!