Lifetime
LEAP views your financial process as an ongoing lifetime experience.
LEAP uses a comprehensive or holistic approach.
Economic
LEAP seeks to make your money productive and efficient which may potentially increase its performance over time.
Acceleration
LEAP allows your money to have the potential to achieve an accelerated rate of return by using a unique financial process.
Process
LEAP organizes and coordinates your money decisions into a financial model that is easy to follow and understand.
CRN202209-270774
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We employ the Lifetime Economic Acceleration Process (LEAP) to assist clients in analyzing the efficient use of their cash flows as part of our insurance planning practice. The LEAP process can help clients better understand their protection, savings and growth objectives and identify existing resources to fund the products that can help them meet those objectives.
It is important to note that the LEAP process is not intended to and will not provide clients with a comprehensive financial plan, nor does it make recommendations regarding the purchase, sale or holding of variable products, mutual funds or other securities.