Top 10 Reasons to Choose Leveraged Planning®

1 EASE OF DOING BUSINESS
GFD works closely with you and your clients to simplify the process of originating and closing a Leveraged Planning loan.

2 SPEED - 72 HOURS TO PRELIMINARY OFFER & FUNDING IN AS LITTLE AS 5 DAYS AFTER APPROVAL 
In most circumstances, upon receipt of the completed Loan Underwriting Form (LUF), we can provide your client with a preliminary offer (or a firm offer with complete financials) in as little as 3 business days.

3 ONE TIME UNDERWRITING & AUTOMATIC LOAN RENEWAL
Unlike many of our competitors, we require undewriting only at loan inception - and only Leveraged Planning loans offer automatic, streamlined 10-year renewal at the end of the loan term.

4 NO RECURRING, TRUST OR LEGAL FEES
Generally, there are no annual origination, maintenance, trust or legal fees required to set up a Leveraged Planning solution.

5 UNMATCHED LOAN FLEXIBILITY & HIGHLY COMPETITIVE RATES
Various options for payment structures (including the ability to switch one time with no refinancing fees) are available and industry-leading rates are the standard with Leveraged Planning loans.

6 INDUSTRY-LEADING CASE DESIGN AND STRESS TESTING SUPPORT
GFD carefully designs - and aggressively stress tests - every Leveraged Planning loan scenario.

7 UNIQUE LENDING SOLUTIONS
Programs like the DDA lending structure enable clients to receive the best combination of rates, terms and payment structures avaialble in the industry.

8EXPERTISE
GFD understands how best to approach and optimize refinancing, 1035 exchanges, group insurance loans, and non-financed policy loans.

9 FOREIGN NATIONAL PREMIUM FINANCE
GFD is one of the only companies in the industry to facilitate life insurance premium financing arrangements for foreign nationals.

10 BROAD RANGE OF CARRIERS ACCEPTED
We work with a large pool of top-rated carriers - that makes finding the right product for your clients' needs easier.