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Leveraged Planning

In many organizations, there is at least one, and often several, individuals who are indispensable to the ongoing success and growth of the company. These key individuals provide so much value to the company that their loss could have a highly detrimental financial impact on the firm. A high cash value life insurance policy* can help provide the company with the financial buffer it needs to survive the loss of such a valued team member.


Leveraged planning solutions can provide your company with the helpful means to plan for the loss of a key individual while reducing the often high capital outlays necessary to fund the life insurance premiums. Whether it’s group life planning or modified business continuity strategies, there are a variety of situations in which a leveraged planning solution could be ideal. We are here to provide your company with the guidance necessary to help craft and implement a reliable, efficient and competitive approach for whatever business planning needs may arise.

*Insurance products and services are offered through Wealth Retirement Group, Inc.