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Once you know when your retirement will start, how long it may last, and the type of retirement lifestyle you want, it’s time to estimate the amount of money you’ll need to make it all happen.
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.
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. Our business is built on a foundation of thoughtful client relationships.
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.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."