OTHER WAYS TO USE KAI-ZEN
THE GREATEST WEALTH TRANSFER
If your legacy includes supporting your children, inevitably a financial decision is to be made after you’re gone. Understandably, we all have concerns about giving lump sums of cash to your children. Kai-Zen can enhance your gift by 60 - 100% more than what you could gift them without this strategy, while providing protection and potential income.
Kai-Zen is the ONLY strategy that uses leverage to help you acquire more of the benefits you need to financially protect you and your family. Its unique fusion of financing and life insurance offers your heirs more protections and the potential to earn more for retirement than your contributions alone could obtain.
RECRUIT AND RETAIN
Top performers are receiving 4 new job opportunities a year. We know lifestyle maintenance is a critical concern for these employees. Yet, everyone offers the same benefits.
Kai-Zen® is different because it is the only plan that is adding excess capital to your existing budget. It is doubling or sometimes tripling your yearly spend. This allows 60-100% more benefits that matter to the employee.
Value Provided:
Substantially differentiate your benefits on plans that matter to your key employees.
5 payments only.
Almost zero administration or compliance requirements. (no ERISA , 409A or 457(f))
No loans. Period.
Protected from business creditors.