Leveraging means using others people’s money (another term for which is OPM) to fund a financial vehicle such as life insurance or an annuity. Here are the top 10 ways... read more →
What is leveraged planning? Leveraged Planning is a life insurance premium tool that uses other people’s money to fund life insurance policies for business owners, physicians, high-net worth clients and... read more →
Our Chicago Leveraged Planning Event was a huge success. We brought together Financial Planners, CPAs, and Estate Attorneys to enjoy a gourmet lunch at the gorgeous Evita Steakhouse, network and... read more →
Strategic Marketing Financial Services partnered with Global Financial Distributors to host a Free Lunch and Learn Workshop for Agents, Advisors and CPAs in Atlanta. The presentation offered tips from our... read more →