Business Planning Through Leveraged Planning Solutions:

When it comes to strategic business planning, Leveraged Planning solutions offer unparalleled advantages. From buy-sell agreements and key person insurance to Corporate-Owned Life Insurance (COLI), our Leveraged Planning solutions equip you with the resources to implement and fund a wide array of business-critical initiatives.

Key Benefits:
Tax-Advantaged Treatment: Leverage financial strategies that are designed to minimize tax liabilities, maximizing the value you can add to your business.

Asset Optimization: Free up existing assets by strategically reallocating them, thus enhancing your company's financial flexibility.

Versatility: Whether it's securing a buy-sell agreement, funding a key person policy, or optimizing your COLI, Leveraged Planning provides a comprehensive toolkit to address your specific business needs.

By leveraging these solutions, your business gains a competitive edge in financial management and planning—making your enterprise more resilient, agile, and strategically poised for success.

Helping you achieve financial freedom so you can live the life of your dreams. As an entrepreneur, you likely have a large percentage of your assets tied up in your business or real estate investments. What happens when you have a personal emergency or a professional opportunity that requires an influx of cash? At Capital Secure Life, we understand the unique liquidity challenges faced by business owners and real estate investors, and we offer a cash flow banking system to meet your specific needs. 

To run and build your successful business, you need to qualify for loans and credit lines at the best loan rates possible. Business credit is essential to make this happen, and it helps you access money even when you can’t qualify for a loan.

The MyCompanyCredit Platform helps you build your business credit (without a personal guarantee or personal credit check) step by step using a proven, field tested, business owner approved, and highly personalized process. By using our user-friendly & intuitive software and the only full-service business credit adviser team in the industry, you’ll be guided every step of the way, simplifying your experience of obtaining business credit.

We help you get your business set up the right way to meet lender and credit issuer approval requirements, and get approved for initial business credit that reports and builds your profile with Dun & Bradstreet, Experian, and Equifax Commercial.

You can also monitor your business credit reports and scores in real-time with our Dun & Bradstreet, Business Equifax, and Business Experian monitoring direct integration, powered by Nav.

Once you are set up with the business reporting agencies, we help you access multiple revolving accounts with limits of $7,500 – $50,000 on each tradeline!

Company policies – Are there company policies that are particularly important to your business? Perhaps your unlimited paternity/maternity leave policy has endeared you to employees across the company. This is a good place to talk about that.

Executive profiles – A company is only as strong as its executive leadership. This is a good place to show off who’s occupying the corner offices. Write a nice bio about each executive that includes what they do, how long they’ve been at it, and what got them to where they are.

Paydex Benefits

Get Approved for HIGH-Limit Revolving Credit Cards in Your Business Name with No Personal Guarantee.

Access the Largest Supply of Business Credit Sources to Get Vendor, Store, Fleet, and Cash Credit Linked to Your EIN and Not Your SSN.

Receive Concierge Coaching and Servicing with Your Own Business Credit Advisor.

Navigate the Corporate Credit Building Process Enjoy Our Core and Partner Programs with Affordable and Customizable Payment Plans.

Get Your Business Credit Profile Quickly Setup and Activated with D&B, Experian, and Equifax. Saving You Time and Money.

Corporate Compliance Review to Ensure Your Business Exceeds Credit Issuer and Lender Credibility Standards to Get Automated Approvals.

Get Business Credit and Financing through Your Own Finance Suite and Enjoy the Experience in English or Spanish.

Monitor Your Business Credit with D&B, Business Equifax, and Experian Commercial in Real Time through Credit Monitoring Integration Powered by Nav.

Schedule your Consultation Here 

Proven & tested method to access capital for you business!

Access Business Capital 

• Business Line of Credit
• Invoice Factoring
• Term Loans
• Asset-Based Lending
• Revenue-Based Lending

We’ve helped thousands of businesses use a streamlined approach to capital & financing. We help you understand & improve over 100 Bank Credibility Factors, establish and use your business credit, and match you with lenders to get loans and credit lines.

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