As a financial professional, you juggle tools, assumptions, and explanations across every client relationship. When planning lacks structure, clients feel it. LEAP is a system grounded in economic principles that organizes every financial decision into one clear framework, so clients see how everything connects. Conversations move away from isolated products and toward coordination, clarity, and understanding.

Craig Wright, MBA, CFP®, ChFC®, Financial Advisor at Strategic Financial, sees the impact firsthand.

When clients understand the model, decisions come faster and relationships last longer.

Why Financial Professionals Use LEAP

LEAP brings structure to complexity.

• A proprietary model built on 27 interconnected financial elements
• A protection first philosophy focused on real world risk
• A macro level view coordinating assets, products, and advisors
• Clear explanations rooted in economic principles

The result is a process clients trust.

Built for How You Grow

• Clearer recommendations with fewer objections
• Stronger protection conversations
• Professional, ready to use client materials

1847Financial financial professionals receive access to LEAP software, training, and ongoing support at no cost!

NEW! LEAP and Fee-Based Planning
LEAP is now available for fee-based financial planning and hourly consulting through HTK. When properly licensed, you can use the LEAP system alongside platforms such as RightCapital, eMoney, and MoneyGuide Pro to support holistic planning and insurance recommendations.

LEAP Academy 2026 | March 2-4, 2026  | West Palm Beach
See how financial professionals apply LEAP in real practices. LEAP Academy is three days of practical training, real conversations, and direct access to leaders using the system. Learn more.

See the LEAP Model® in Action
Get a 30 minute walkthrough tailored to your practice.
Learn more at www.leapsystems.com.

^{LEAP®, Leap-The Model for Financial Success™, The Leap Model™, Macro Manager™, Personal Macro Economics Process™, Wealth In Motion®, Protection, Savings, and Growth Model®, and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.}

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