With Leveraged Planning®, GFD offers business owners the ability to take advantage of leverage to enable the funding of specially selected insurance and annuity products for use as retirement planning strategies, wealth creation tools, components of buy/sell arrangements, and as alternatives to traditional premium financing and more.
Global One, GFD’s dedicated lending partner, extends commercial loans based on the financial and business performance in a broad range of industries. From physician’s offices to metal fabrication shops, Global One funded Leveraged Planning® programs offered by GFD are well suited to a diverse array of potential clients.
The proceeds of these Global-One provided loans are used by the business-clients to purchase life insurance and/or annuity products for the benefit of the businesses owner (or their designated beneficiary). The loan servicing is handled through the firm, thus the business owners is able to place the value of the firm in a position to benefit them or the beneficiaries directly without placing their personal assets in jeopardy. Global One and GFD carefully vet each life insurance and annuity product to insure that stability is the primary characteristic of any program put in place. Fast approvals, no personal guarantees and internal loan servicing are hallmarks of a program designed for this commercial market.