Global Financial Distributors is a leading provider of financial and insurance products including Leveraged Planning® strategies to the business owner and entrepreneurial marketplace. Through a network of insurance agent affiliates, GFD provides independent business owners and other entrepreneurs with access to the funds necessary to purchase a range of financial products for use as retirement-planning components, wealth creation tools, estate planning measures and more.
Our Leveraged Planning® programs are designed to fill "gaps" in a client's retirement plan, and provide an opportunity for wealth creation using leverage. The Programs address the conservative area of a client's portfolio and are designed to provide cost and benefit stability in a client's program over time. Together, an efficient loan product and a stable-performing crediting product provide your client with a conservative retirement and wealth creation program.
In an increasingly turbulent and complicated financial environment, stability and ease of management are rapidly becoming the most desirable commodities in any financial program. GFD has structured strategies and programs that enable our clients to simply and simultaneously increase the value of their firms and position themselves for greater financial security and prosperity in a tumultuous financial environment.
There are 3 easy steps involved in the Leveraged Planning® program: First, the client will enter into a financing arrangement with Global One Financial. Second, the client's company enters into agreement with the participant. Third, the proceeds are placed in select insurance and/or annuity contracts and the policy or contract is held as collateral for the loan.