We employ the Lifetime Economic Acceleration ProcessTM (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.
