Strategies for Wealth Protection and Maximization  

What LEAP Means • Objectives Of LEAP • Why do you need LEAP • Strategies and Products • The LEAP PS&G Model • Alternatives to LEAP

Strategies and Products

How many of the strategies or products listed below do you currently have as part of your financial life? If you are like most people, you may have several.  There are many advantages and disadvantages of each strategy and product listed below.  You deserve a complete and comprehensive evaluation of these strategies and products in order to assess their value to you and your family.  What you may not be aware of is that you could be unnecessarily losing a significant amount of money and protection over your lifetime.  The following explanations focus on some of the problems that may exist with these strategies and products.  These comments do not represent a complete discussion of each item. Here's why:

The LEAP® SYSTEM explains these and other issues to you. Through a comprehensive LEAP evaluation these financial strategies and products will be shown either to be appropriate or inappropriate in your own financial situation.

STRATEGIES PRODUCTS
Taxable Compound Interest Series E or Zero Coupon Bonds
Dollar-Cost-Averaging Non-matched IRA or 401K
Dividend/Capital Gain Reinvesting 15 Year Mortgages
Prepaying a Mortgage Credit Card Debt
Low Deductible on Insurance 10 or 20 Year Term Life Policies
Uniform Gift to Minors Long-Term Investing
Tax Deferral Strategies Survivorship Life Insurance
"Buy Term and Invest the Difference" Low Yield Savings Accounts

 

 

Home / About Eugenia / LEAP / Services / Before and After / Questions / 中文 / Contact Us