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Leveraged Planning®

Allied Marketing Partners assists insurance agents, agencies and financial services professionals in marketing and implementing Leveraged Planning® Solutions for their business and individual clients.

Leveraged Planning® Solutions for Business provide clients with a need for life insurance a great deal of flexibility in the design and implementation of a life insurance or annuity-based premium financing strategy. Whether it’s a complex group life program, key man policy funding, or a business continuity program, Leveraged Planning® solutions can be custom-tailored to fit the needs of any business borrower.

Leveraged Planning® Solutions for Individuals bring an added planning dimension to traditional premium financing for individuals hoping to secure greater flexibility for their wealth creation and estate planning needs. By quickly and creatively facilitating the financing of insurance and/or annuity products, GFD enables individuals to implement the strategies they need to insure adequate wealth in the future, secure smooth transition of their estate, and more.

Watch our video here.