The
Physician & Business Owner’s Solution: Accelerated Leveraged Planning
Dr. Jones chose a Accelerated
Leveraged Planning program offered to help him/her quickly fund a life insurance policy that would meet the needs of his family. In July of 20, Dr. Jones implemented a $1,200,000 Accelerated Leveraged
Planning program, borrowing the funds in the form of a commercial
loan. The funds from the loan were placed into an indexed universal life insurance product for Dr. Jones’s personal benefit.
Over the subsequent 10 years, the doctor’s practice paid $372,600 in simple interest on the commercial loan, while the life insurance policy is credited $780,286. The death benefit of the policy, $7,478,400, was more than enough to secure a reliable financial future for his wife and children.
Let Jay R. Jones & his team at Prospects Financial show
you your strategy
That will help create peace of mind, while helping maintain
lifestyle
Should something happen.
Dr. Barnett chose a Leveraged Planning
® program offered
by GFD to help him quickly fund a life insurance policy that
would meet the needs of his family. In July of 2002, Dr.
Barnett implemented a $1,200,000 Leveraged Planning
®
program, borrowing the funds from Global One Financial,
Inc. in the form of a commercial loan. The funds from the
loan were placed into an indexed universal life insurance
product for Dr. Barnett’s personal benefit.
Over the subsequent 10 years, the doctor’s practice
paid $372,600 in simple interest on the
commercial loan, while the life insurance policy
credited $780,286. The death benefit of the policy,
$7,478,400, was more than enough to secure a
reliable financial future for his wife and children.
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