Saturday, October 15, 2011

Are you a physician or business owner? If so, have you not saved the way you should? Unfortunate but common questions physicians & business owners hear.

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.

No comments:

Post a Comment