What Are The Benefits?
Q: What do your programs do that can make a meaningful difference to me?
A: There are numerous benefits to a Leveraged Planning® program used as a component of your business or retirement planning strategy. Here are highlights of the benefits associated with implementation of a Leveraged Planning® program
Leveraged Planning®:
- Provides an alternative to traditional retirement plans
- Provides many benefits over traditional plans – both qualified and non-qualified.
- Allows for rapid catch-up on retirement planning
- The magnifying power of leverage means you can put far more funds to work for you today!
- May provide various levels of asset protection to the corporation, its owners and the policy holder
- In some states, funds used in a Leveraged Planning® program may be sheltered from seizure in lawsuits (check with your attorney for rules specific to your state)
- May provide opportunities for tax deductions
- Consult your tax advisor for specific advice regarding deductibility of Leveraged Planning® program loans