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Oct 26
A laptop with money on top of it.

Top 10 ways Leveraged Planning can help a family

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 leveraged planning can help your family: It's a great opportunity to accelerate or compress the timeframe as a 1X pay... read more →
Jun 29
A stack of coins sitting on top of a table.

 5 Top Benefits of Leveraged Planning

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 more. It is a unique strategy designed to maximize financial benefit for clients to plan for the future. Strategic Marketing... read more →
Jun 13

Leveraged Planning Seminar Pasadena California

We had an incredibly successful turnout at our Leveraged Planning event on May 15, 2018! Strategic Marketing along with Keith Harris, and Harry Drozdowski, hosted a lunch and learn for a group of financial advisors, CPA's, attorneys etc. We discussed the benefits and uses of leveraged planning, and how it... read more →
Apr 27

Time to Register | Leveraged Planning Seminar California

We are excited to open up registration for our next Leveraged Planning event on May 15, 2018. At our Leveraged Planning Workshop for CPAs, Lawyers, Financial Professionals and Business Owners, attendees will learn how to: Reduce their taxable income Maximize their retirement savings Network with high powered business owners from... read more →
Nov 30
A group of people sitting at tables with food.

Chicago Leveraged Planning Event 2017

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 make connections and learn about tax planning strategies to increase one's net worth! Watch our quick teaser to see it... read more →
Jul 10
A group of people sitting around tables in front of a projector screen.

Successful Advisor and CPA Event in Atlanta

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 experts on generating increased income, building one's business, marketing strategies and networking advice. Our event filled to capacity and resulted... read more →