A tax-efficient plan designed for High Earners, ages 18 to 65, making over $250K, concerned they have NOT saved enough for retirement. This is a Non-Qualified “catch-up” plan with no funding limits, created for business owners, key-employees, professionals, and individuals.

Benefits:

• • • Only five annual contributions

    • Provides permanent life insurance to protect your family starting at $1.5 million

    • Access to cash if you become ill

    • Cash value growth potential without market risk

    • Tax advantages as well as protection against tax increases

    • Supplemental tax-free retirement income for 25 years

The Cost?

• • 25% of the full contribution – spread over 5 years (all contributions are matched 3:1)

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Explore why high-income earners choose Kai-Zen to optimize their wealth-building strategies. Learn how this innovative approach combines tax-advantaged growth with leveraged premium funding to enhance financial security and retirement readiness.

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Learn how Kai-Zen helps individuals maximize their financial potential with a unique strategy that combines tax-advantaged growth and leveraged funding. Discover how you can secure a stronger financial future and retirement plan with Kai-Zen

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Discover how Kai-Zen empowers physicians to enhance their financial planning with leveraged premium funding. Learn how this innovative strategy supports wealth growth and retirement readiness tailored to medical professionals.

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Discover how Kai-Zen helps businesses recruit and retain key employees by offering enhanced benefits through leveraged premium funding. Learn how this strategy supports employee loyalty and financial well-being while aligning with organizational goals.

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Explore how Kai-Zen empowers parents to secure a lasting financial legacy for their children. Learn strategies to maximize wealth growth, protect assets, and pass on prosperity to future generations efficiently.

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Banks fund Kai-Zen because it offers a secure, low-risk investment opportunity through leveraged premium financing. The strategy ensures consistent cash flow, tax benefits, and a reliable structure, aligning with the financial goals of both banks and high-income earners seeking wealth optimization.

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