Leverage Planning

Leveraged Planning Solutions enable businesses and individuals to implement insurance and annuity backed financial strategies to achieve a broad range of goals - from buy/sell funding to estate planning.

Leveraged Planning programs are ideally suited to provide you with a powerful combination of stability, selectivity, cost effectiveness and tax efficiency. 

Capital Secure Life are providers of Leveraged Planning Solutions – financial planning strategies that use the power of leverage to dramatically magnify our client’s buying power when funding life insurance and annuity policies.

Working with us, our clients are able to design, implement and fund a wide range of financial and business planning solutions. As a marketing affiliate for Global Financial Distributors, Inc., Capital Secure Life offers the complete range of Leveraged Planning® programs. Our business is built on a foundation of thoughtful client relationships.