WEALTH CREATION

Future income needs can be much greater than individuals expect – particularly those who've enjoyed significant income and have a higher net worth and are contemplating retirement. Leveraged Planning® Solutions for Individuals provide you and your clients with access to the program design and direct lending approach you need to help design and implement an income planning solution that insures continuation of your client's lifestyle.

GFD works with you and your client to develop and implement a strategy that targets growth and stability using life insurance and annuity collateralized loans as the basis for the program. GFD’s unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.