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 →
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... read more →
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,... 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 →