ESTATE PLANNING

Planning for the requirements of estate transfer (including estate tax contingencies) can be a daunting task. With a myriad of options available to meet the planning needs of a complex estate, it can be difficult to know how best to structure a solution that balances the clients needs and financial capabilities.

Leveraged Planning® Solutions for Individuals provide you and your clients with access to a robust set of tools, direct lending approaches and the experience of GFD’s seasoned group of veteran financial services professionals to help design and implement a life insurance premium financing solution that insures the most efficient transfer of your estate possible.

From guidance in establishing an irrevocable life insurance trust (ILIT), to providing access to our direct lending platform offering highly competitive rates and excellent terms, GFD's expertise and efficiency make us the ideal choice to provide your client with custom-tailored estate planning solutions that are a cut above "traditional premium finance" strategies.

GFD’s experienced staff works with high net worth individuals and entrepreneurs to assist in the development and implementation of a life insurance premium financing arrangement that is custom-tailored to the individual’s needs. GFD’s unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.