Leveraged Wealth Strategies

Hybrid Financing Strategy

A unique leveraged planning solution designed for professionals and executives, allowing clients to access three times the benefit for a fraction of the cost.

Benefits:

• High-magnification life and retirement benefits
• Minimal out-of-pocket cost
• Built-in downside protection

• No Credit Checks
• No Loan Documents
• No Personal Guarantees
• No Out-of-Pocket Interest Payments

As a high income earner, have you explored using leverage and employer style funding to enhance your future retirement benefits without drastically increasing your out of pocket savings? 

How could a hybrid financing strategy complement, rather than replace, your existing qualified plans and investments?

• A hybrid financing program is designed to solve the underfunding of supplemental retirement plans.
• Hybrid financing targets the concern regarding quality of life in retirement.
• Hybrid financing for business owners supports the recruitment and retention of top talent.
• Looking for advanced strategies beyond traditional investments?
• See if hybrid financing is right for your situation.
• Put smart leverage to work in a controlled, strategic way.
• No liability outside of the plan
• No under performance liability outside of the plan
• Focus on emerging wealth
• Designs focus on stressed outcomes
• Portfolio return makes up only 26% of the outcome.
• 74% of a person’s financial success is due to the amount of capital at work.

Explore Hybrid Financing

Premium Financing

Ideal for clients who want to secure large benefits or estate-planning tools while preserving liquidity.

Benefits:

• Bank-financed policy premiums
• Strong leverage with low personal capital requirement
• Powerful estate and legacy planning tool

Do you understand the risks and rewards of premium financing and who is (and is not) a good candidate for these strategies? 

See if premium financing is right for your situation.