Kai-Zen for Physicians
Protecting your earnings is critical to insuring your ability to save for retirement. Due to contribution limitations, traditional retirement plans alone are typically insufficient for high income earners. If you want to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finances.
Kai-Zen for Executives
Kai-Zen uses leverage to help you acquire more of the insurance benefits you need to help financially protect you and your family. Using your policy as the sole collateral for outside bank funding, Kai-Zen contributes more to your life insurance in order to give you greater potential for supplemental retirement income through the use of policy loans and withdrawals.
Kai-Zen for Individuals
Client Profile:
- Between 18-65 years old
- Annual income of $100,000+
- in good health
- Able to pay contributions annually for five years.
- Death Benefit requirement of at least $1.5 million.
Efficient transfer of wealth to your next generations using Kai-Zen
What is your legacy?
Are you looking for an effective way to transfer your lifetime accumulation of wealth to your next generations, your children and grandchildren, and protect them from the burden of taxation?
*PTR is ann Independent Licensed Agent Representing NIW Companies, Inc., Creators of The Kai-Zen Plan
