The LeverPoint Difference

LeverPoint is the advisor of choice for high net worth individuals, families and businesses that want to significantly grow and protect their wealth.

Recognizing that the best defense is often a good offense, LeverPoint employs powerful wealth protection and growth strategies, designed to grow wealth with minimal risk.

Wealth Multiplied
The Confidence to Grow Your Wealth

It’s been said that the best defense is a good offense, and the same is true in protecting and growing wealth.  A powerful way to protect your wealth and legacy is to grow them.  LeverPoint helps clients grow wealth with proactive approaches that defy and outrun the forces that tend to erode wealth. Wealth eroding forces include:

  • Inflation

  • Market Volatility

  • Taxes

By finding and exploiting opportunities for arbitrage, LeverPoint’s strategies seek to multiply wealth without risking it unnecessarily.

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Examples of Leverage:

In a nutshell, leverage consists of using other people’s money to juice returns. While using leverage for speculative purposes over the short term can backfire, there are relatively safe ways to use leverage, for instance to acquire real estate or other appreciating assets that will be held for the long term. When the acquired property appreciates at a rate higher than the cost of money, the benefits can be enormous.

What is ABIL?

At its simplest level, ABIL is using lender money to acquire a special type of high cash value life insurance contract, the type of life insurance asset often used as asset and accumulation tool by banks and Fortune 1000 companies. These are life insurance policies with unique risk-reward characteristics sometimes achieved by offering “collared” returns.

What are the breakthrough benefits of ABIL?

ABIL Utilizes Leverage To Achieve Wealth Multiplication while Managing Downside Risk