Lending Solutions

GFD provides qualified borrowers – whether business or individual – with customized, insurance and/or annuity-backed lending solutions. Life insurance premium financing and insurance-based business planning are merely the beginning of the wide range of financial needs that can be met with a Leveraged Planning® solution from GFD.

Loan Details

Life insurance premium financing and other insurance and annuity-backed lending solutions from GFD offer a host of benefits over those from other premium financing firms. Our loan terms, rates and submission process are widely viewed by advisors and their clients as collectively among the very best in the industry.

Featured Case Study

THE SITUATION:
Charles Wharton, 43

Dr. Wharton, a solo dental practitioner, needs additional retirement income that he hopes will provide him with at least $200,000...

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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,...

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THE SITUATION:
Steven Coles, 55

Mr. Coles needed an exit strategy for himself when the time came to sell his company. Implementing a buy-sell plan was the clear...

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THE SITUATION:
Susan Collins, 62

Mrs. Collins had a gross total estate value slightly in excess of $50 million. She was looking for a way to bequest at least $10...

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THE SITUATION:
John Wynkoop, 62

John Wynkoop purchased a whole life policy in 1985. Many years and a policy loan later, he needed an option to prevent a policy...

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THE SITUATION:
Michael Cena, 40

Michael Cena needs at least an expected annual income of $200,000 (pre-tax) for 25 years to retire comfortably.

THE...

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THE SITUATION:
Olympic Gold Medalist, 25

Needs a reliable stream of income during retirement and a significant death benefit to insure the financial stability of...

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