Leveraged Planning Solutions For Individuals

Leveraged Planning® for Individuals facilitates wealth creation, estate planning, and other “traditional” life insurance premium financing options.

Mac Advisory Group’s Leveraged Planning for Individuals brings 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, Mac Advisory Group enables individuals to implement the strategies they need to insure adequate wealth in the future, secure smooth transition of their estate, and more.

Estate Planning

Planning for the requirements of estate transfer (including estate tax contingencies) can be a daunting task. With a myriad of options available to meet the planning needs of a complex estate, it can be difficult to know how best to structure a solution that balances the clients needs and financial capabilities.

Leveraged Planning Solutions for Individuals provide you and your clients with access to a robust set of tools, direct lending approaches and the experience of Mac Advisory Group’s seasoned group of veteran financial services professionals to help design and implement a life insurance premium financing solution that insures the most efficient transfer of your estate possible.

From guidance in establishing an irrevocable life insurance trust (ILIT), to providing highly competitive rates and excellent terms, Mac Advisory Group expertise and efficiency make us the ideal choice to provide you with custom-tailored estate planning solutions that are a cut above “traditional premium finance” strategies.

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Mac Advisory Group’s experienced staff works with high net worth individuals and entrepreneurs to assist in the development and implementation of a life insurance premium financing arrangement that is custom-tailored to the individual’s needs. Mac Advisory Group’s unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.

Wealth Creation

Future income needs can be much greater than individuals expect – particularly those who’ve enjoyed significant income and have a higher net worth and are contemplating retirement.

Leveraged Planning Solutions for Individuals provides you with access to the program design and direct lending approach you need to help design and implement an income planning solution that insures continuation of your lifestyle.

Mac Advisory Group works with you to develop and implement a strategy that targets growth and stability using life insurance and annuity collateralized loans as the basis for the program. Mac Advisory Group’s unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.

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Mac Advisory Group works with you and your client to develop and implement a strategy that targets growth and stability using life insurance and annuity collateralized loans as the basis for the program. Mac Advisory Group’s unique competencies, high-touch service and favorable rates and terms make us the leading choice to fund these critical individual planning strategies.

Top 10 Reasons to Choose Leveraged Planning

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.
You should consult a legal or tax professional on any such matters.