Leap Model Guide. Where Products Belong on the Leap Model. For use in the United States
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1 Leap Model Guide Where Products Belong on the Leap Model For use in the United States
2 PROTECTION COMPONENT P1 Vehicle Insurance ATV (All-Terrain Vehicle) Insurance Automobile Insurance Boat Insurance Gap Insurance Golf Cart Insurance Motorcycle Insurance RV (Recreational Vehicle) Insurance Trailer Insurance Watercraft Insurance Snowmobile Insurance P2 Property Insurance Condominium Insurance Earthquake Insurance Farm/Ranch Insurance Flood Insurance Homeowners Insurance Hurricane Insurance Inland Marine Insurance Manufactured Home Insurance Personal Articles Insurance Rental Condominium Unit Owners Insurance Rental Dwelling Insurance Renters Insurance P3 Liability Insurance Errors and Omissions Malpractice Personal Excess Liability Umbrella Policy P4 Disability Insurance Credit Disability Disability Waiver of Premium Long Term Disability (Individual) Long Term Disability (Group) Mortgage Disability Short Term Disability (Group) P5 Medical Insurance Cancer Insurance Catastrophic Illness Dental Insurance Excess Major Medical HMO Hospitalization Insurance Hospital Indemnity Long Term Care Major Medical Medicaid Medicare Medicare Supplement Medigap PPO Prescription Plans Short Term Medical Vision Plans P6 Government Plans Social Security Unemployment Welfare P7 Wills & Documents Generation Skipping Transfers Living Wills Powers of Attorney Wills P8 Trusts & Ownership Community Property Family Limited Partnership Joint Tenancy Ownership Pre-Nuptial Agreements Tenants In The Entirety Trust Ownership Trusts P9 Life Insurance Accidental Death Credit Life Final Expense/Burial Life Group Term Individual Decreasing Term Individual Level Term Joint Life 1 st to Die Mortgage Life Single Pay Life Survivorship Life 2 nd to Die Indexed Universal Life Universal Life Variable Life Whole Life Copyright 2014 Leap Systems, LLC Leap Model Guide 2
3 SAVINGS COMPONENT S1 Checking Accounts Checking Accounts Interest Checking Account Wealth Coordination Account S2 Savings Accounts Holiday Club Accounts Savings Account Time Accounts Vacation Club Accounts S3 Credit Union Credit Union Checking Credit Union Savings Accounts S4 Savings Bonds Series E Savings Bonds Series EE Savings Bonds Series H Savings Bonds Series HH Savings Bonds Series I Savings Bonds S5 Certificates Certificate of Deposit Euro Dollar Certificate of Deposit Guaranteed Investment Contract Jumbo Certificate of Deposit Negotiable Certificate of Deposit Variable Certificate of Deposit S6 Money Market Money Market Accounts Money Market Fund S7 Tax-Deferred (Post-Tax) Deferred Annuities Immediate Annuities Life Insurance Cash Values Post-Tax IRA Post-Tax Thrift Plans Post-Tax 401(K) Single Premium Annuities S8 Tax-Free Coverdell Education Accounts Educational IRA Health Savings Account Roth IRA Roth 401(k) 529 College Savings Plan S9 Tax-Deductible (Pre-Tax) Cash Balance Pension Deferred Compensation Defined Benefit Pension Employer Matched Roth or 401K ESOP Keogh Plan Money Purchase Pension Profit Sharing Plan Saving/Thrift Plan Stock Bonus Plan Target Benefit Plan Traditional IRA 401(k) 403(b) 412(i) 457(b) Copyright 2014 Leap Systems, LLC Leap Model Guide 3
4 GROWTH COMPONENT G1 Government Bonds International Government Bonds STRIPS TIPS Treasury Bills Treasury Bonds Treasury Notes Treasury Securities Zero Coupon Bonds G2 Corporate Bonds Convertible Bonds Debentures International Corporate Bonds Junk Bonds Mortgages Receivable Notes Receivable Registered Bonds G3 Municipal Bonds Insured Municipal Bonds Municipal Bond Funds Municipal Bond Trusts Registered Municipal Bonds G4 Preferred Stocks High Dividend Stocks Preferred Stocks Utility Stocks G5 Blue Chip Stocks Blue Chip Stocks G6 Growth Securities Closed End Stock Funds Commodity Options Real Estate Investment Trust (REIT) - Managed Stock Mutual Funds Stock Options Stocks G7 Collectibles Antiques Art Collection Autographs Automobile Collection Baseball Card Collection Coin Collection Precious Metals Rare Coins Sports Memorabilia Stamps Collection Wine Collection G8 Real Estate Commercial Property Condominiums Land Real Estate Investment Trust (REIT) Private Rental Property Residence (Primary) Residence (Secondary) Time Share Vacation Home G9 Business / Shelters Closely Held Business Stock Sole Proprietorships Business Partnerships Equipment Leasing Historical Property Limited Partnerships Livestock Oil & Gas Race Horses Tax Credit Programs Copyright 2014 Leap Systems, LLC Leap Model Guide 4
5 Alphabetical List of Leap Model Products A Accidental Death... P9 - Life Insurance Antiques... G7 Collectibles ATV (All-Terrain Vehicle) Insurance... P1 Vehicle Insurance Art Collection... G7 Collectibles Autographs... G7 Collectibles Automobile Collection... G7 Collectibles Automobile Insurance... P1 Vehicle Insurance B Money Market Accounts... S6 Money Market Baseball Card Collection... G7 Collectibles Blue Chip Stocks... G5 Blue Chip Stocks Boat Insurance... P1 Vehicle Insurance Business Partnerships... G9 Business / Shelters C Cancer Insurance... P5 Medical Insurance Cash Balance Pension... S9 Tax-Deductible (Pre-Tax) Catastrophic Illness... P5 Medical Insurance Certificate of Deposit... S5 Certificates Checking Accounts... S1 Checking Accounts Closed End Stock Funds... G6 Growth Securities Closely Held Business Stock... G5 Blue Chip Stocks Coin Collection... G7 Collectibles Commercial Property... G8 Real Estate Commodity Options... G6 Growth Securities Community Property... P8 Trusts & Ownership Condominiums... G8 Real Estate Condominium Insurance... P2 Property Insurance Convertible Bonds... G2 Corporate Bonds Coverdell Education Accounts... S8 Tax Free Credit Disability... P4 Disability Insurance Credit Life... P9 Life Insurance Credit Union Checking... S3 Credit Union Credit Union Savings Accounts... S3 Credit Union
6 D Debentures... G2 Corporate Bonds Deferred Annuities... S7 Tax Deferred Deferred Compensation... S9 Tax-Deductible (Pre-Tax) Defined Benefit Pension... S9 Tax-Deductible (Pre-Tax) Dental Insurance... P5 Medical Insurance Disability Waiver of Premium... P4 Disability Insurance E Earthquake Insurance... S2 Property Insurance Educational IRA... S8 Tax-Free Employer Matched Roth or 401K... S9 Tax-Deductible (Pre-Tax) Equipment Leasing... G9 Business / Shelters Errors and Omissions... P3 Liability Insurance ESOP... S9 Tax-Deductible (Pre-Tax) Euro Dollar Certificate of Deposit... S5 Certificates Excess Major Medical... P5 Medical Insurance F Family Limited Partnership... P8 Trusts & Ownership Farm/Ranch Insurance... P2 Property Insurance Final Expense/Burial Life... P9 Life Insurance Flood Insurance... P2 Property Insurance G Gap... P1 Vehicle Insurance Generation Skipping Transfers... P7 Wills & Documents Golf Cart... P1 Vehicle Insurance Group Term... P9 Life Insurance Guaranteed Investment Contract... S5 Certificates H Health Savings Account... S8 Tax-Free High-Dividend Stocks... G4 Preferred Stocks Historical Property... G9 Business / Shelters HMO... P5 Medical Insurance Holiday Club Accounts... S2 Savings Accounts Homeowners... P2 Property Insurance Hospitalization... P5 Medical Insurance Hospital Indemnity... P5 Medical Insurance Hurricane... P2 Property Insurance
7 I Immediate Annuities... S7 Tax-Deferred Indexed Universal Life... P9 Life Insurance Individual Decreasing Term... P9 Life Insurance Individual Level Term... P9 Life Insurance Inland Marine Insurance... P2 Property Insurance Insured Municipal Bonds... G3 Municipal Bonds Interest Checking Account... S1 Checking Accounts International Corporate Bonds... G2 Corporate Bonds International Government Bonds... G1 Government Bonds J Joint Life 1 st to Die... P9 Life Insurance Joint Tenancy... P8 Trusts & Ownership Jumbo Certificate of Deposit... S5 Certificates Junk Bonds... G2 Corporate Bonds K Keogh Plan... S9 Tax-Deductible (Pre-Tax) L Land... G8 Real Estate Life Insurance Cash Values... S7 Tax-Deferred Limited Partnerships... G9 Business / Shelters Livestock... G9 Business / Shelters Living Wills... P7 Wills & Documents Long Term Care... P5 Medical Insurance Long Term Disability (Individual)... P4 Disability Insurance Long Term Disability (Group)... P4 Disability Insurance M Malpractice Insurance... P3 Liability Insurance Major Medical... P5 Medical Insurance Manufactured Home Insurance... P2 Property Insurance Medicaid... P5 Medical Insurance Medicare... P5 Medical Insurance Medicare Supplement... P5 Medical Insurance Medigap... P5 Medical Insurance Money Market Fund... S6 Money Market Money Purchase Pension... S9 Tax-Deductible (Pre-Tax) Mortgage Disability... P4 Disability Insurance
8 Mortgage Life... P9 Life Insurance Mortgages Receivable... G2 Corporate Bonds Motorcycle Insurance... P1 Vehicle Insurance Municipal Bond Funds... G3 Municipal Bonds Municipal Bond Trusts... G3 Municipal Bonds N Negotiable Certificate of Deposit... S5 Certificates Notes Receivable... G2 Corporate Bonds O Oil & Gas... G9 Business / Shelters Ownership... P8 Trusts & Ownership Options Contract (Puts and Calls)... G6 Growth Securities P Personal Articles Insurance... P2 Property Insurance Personal Excess Liability... P3 Liability Insurance Post-Tax IRA... S7 Tax-Deferred Post-Tax Thrift Plans... S7 Tax-Deferred Post-Tax 401(K)... S7 Tax-Deferred Powers of Attorney... P7 Wills & Documents PPO... P5 Medical Insurance Precious Metals... G7 Collectibles Pre-Nuptial Agreements... P8 Trusts & Ownership Preferred Stocks... G4 Preferred Stocks Prescription Plans... P5 Medical Insurance Profit Sharing Plan... S9 Tax-Deductible (Pre-Tax) R Race Horses... G9 Business / Shelters Rare Coins... G7 Collectibles Real Estate Investment Trust (REIT) - Managed... G6 Growth Securities Real Estate Investment Trust (REIT) - Private... G8 Real Estate RV (Recreational Vehicle) Insurance... P1 Vehicle Insurance Registered Bonds... G2 Corporate Bonds Registered Municipal Bonds... G3 Municipal Bonds Rental Condominium Unit Owners Insurance... P2 Property Insurance Rental Dwelling Insurance... P2 Property Insurance Rental Property... G8 Real Estate Renters Insurance... P2 Property Insurance
9 Residence (Primary)... G8 Real Estate Residence (Secondary)... G8 Real Estate Roth IRA... S8 Tax-Free Roth 401(k)... S8 Tax-Free S Saving/Thrift Plan... S9 Tax-Deductible (Pre-Tax) Savings Account... S2 Savings Accounts Series E Savings Bonds... S4 Savings Bonds Series EE Savings Bonds... S4 Savings Bonds Series H Savings Bonds... S4 Savings Bonds Series HH Savings Bonds... S4 Savings Bonds Series I Savings Bonds... S4 Savings Bonds Short-Term Disability (Group)... P4 Disability Insurance Short-Term Medical... P5 Medical Insurance Single Pay Life... P9 Life Insurance Single Premium Annuities... S7 Tax-Deferred Social Security... P6 Government Plans Sole Proprietorships... G9 Business / Shelters Snowmobile Insurance... P1 Vehicle Insurance Sports Memorabilia... G7 Collectibles Stamps Collection... G7 Collectibles Stock Bonus Plan... S9 Tax-Deductible (Pre-Tax) Stock Mutual Funds... G6 Growth Securities Stock Options... G6 Growth Securities Stocks... G6 Growth Securities STRIPS... G1 Government Bonds Survivorship Life 2 nd to Die... P9 Life Insurance T Target Benefit Plan... S9 Tax-Deductible (Pre-Tax) Tax Credit Programs... G9 Business / Shelters Tenants In The Entirety... P8 Trusts & Ownership Time Accounts... S2 Savings Accounts Time Share... G8 Real Estate TIPS... G1 Government Bonds Trailer Insurance... P1 Vehicle Insurance Traditional IRA... S9 Tax-Deductible (Pre-Tax) Treasury Bills... G1 Government Bonds Treasury Bonds... G1 Government Bonds Treasury Notes... G1 Government Bonds Treasury Securities... G1 Government Bonds Trust Ownership... P8 Trusts & Ownership Trusts... P8 Trusts & Ownership
10 U Umbrella Policy... P3 Liability Insurance Unemployment... P6 Government Plans Universal Life... P9 Life Insurance Utility Stocks... G4 Preferred Stocks V Vacation Club Accounts... S2 Savings Accounts Vacation Home... G8 Real Estate Variable Certificate of Deposit... S5 Certificates Variable Life... P9 Life Insurance Vision Plans... P5 Medical Insurance W Watercraft Insurance... P1 Vehicle Insurance Wealth Coordination Account... S1 Checking Accounts Welfare... P6 Government Plans Whole Life... P9 Life Insurance Wills... P7 Wills & Documents Wine Collection... G7 Collectibles Z Zero Coupon Bonds... G1 Government Bonds # 401(k)... S9 Tax-Deductible (Pre-Tax) 403(b)... S9 Tax-Deductible (Pre-Tax) 412(i)... S9 Tax-Deductible (Pre-Tax) 457(b)... S9 Tax-Deductible (Pre-Tax) 529 College Savings Plan... S8 Tax-Free
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