RFS Capital & Insurance Services

Leveraged Retirement

Don’t Simply Retire. Have Something To Retire To...

Your Challenges:

Your retirement will cost you an average of 6 times more than your house. Most people use financing to live in a better house, so why aren’t you using financing to help you fund a better retirement?

The success of your retirement depends on the amount you save, not your rate of return. Unique cash accumulating life insurance policy using leverage offers an opportunity to earn interest and eliminate the risk of market declines while providing you and your family protection. The policy secures the loan, providing you the potential for an additional 60-100% more for your retirement without the typical risks associated with leverage.

What Will Your Retirement Look Like?

If you qualify to have the potential for a retirement that offers so much more than what you could obtain on your own.

1

Asset Protection

2

Strategic Tax Mitigation

3

Succession Planning

4

Cash-rich Strategies

Why Choose Us

RFS Capital & Insurance Services Uses Smarter Leverage. Lasting Legacy

At RFS Capital & Insurance Services, we specialize in advanced wealth strategies that allow high-networth and business owners to leverage other people’s money to achieve greater financial efficiency, protection, and legacy growth without liquidating valuable assets.

Strategic Design, Not Just Funding

We don't simply arrange loans, we design custom premium-financed life insurance strategies aligned with your estate, tax, and liquidity objectives.

Business Strategy & Growth

Access to Top-Tier Carriers and Lenders through our national partnerships and institutional relationships that specialize in high-value, collateralized lending.

Discover How a Well-Structured Financing Strategy Can Help You Protect Your Wealth!

  • Maintain Liquidity
  • Enhance Estate Value
  • Reduce Out-of-Pocket Costs
  • Protect and Grow Your Legacy

Testimonials

What Our Clients Say:

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