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Case Studies

THE SITUATION: Micheal Cena, 55

Michael Cena needs at least an expected annual income of $200,000 (pre-tax) for 25 years to retire comfortably.

THE SOLUTION: Leveraged Planning for Businesses

At 40, Michael’s appetite for risk had lessened as his time horizon was shortened substantially. Because of this, he was looking at many options that were likely to produce lower returns than he might have hoped to earn. Narrowing down his options, Michael found himself considering two: a more traditional savings vehicle and a solution his advisor had introduced to him – Leveraged Planning.


THE SITUATION: Susan Collins, 62

Mrs. Collins' estate plans called for a bequest of at least $10 million to each of her three children ($30 million total) - with the balance going into a charitable trust for division among several different organizations. She needs a solution that could help to alleviate the tax burden on her estate.

THE SOLUTION: Leveraged Planning for Individuals

After looking at a range of options provided by her financial planner, Mrs. Collins settled on a traditional premium financing arrangement from the Leveraged Planning solutions offering set.


THE SITUATION: David White, 53, & REVTECH Services, Inc.

REVTECH Services, Inc. needed to implement a buy-sell arrangement on behalf of their CEO, David White, 53, to provide for added liquidity for both White and the firm in the event of his departure or death.

THE SOLUTION: Leveraged Planning for Businesses

Using a Leveraged Planning solution helped REVTECH realize a significant improvement in their projected annual cash flow and provided a buy-sell arrangement to secure an excellent transition strategy for a key executive.