Tax-Free Retirement Account
Take advantage of leverage to grow your tax diversified assets!

Top 3 Fears for Americans
What if you could protect yourself against these concerns?
Is Your Retirement Plan Tackling These 6 Components?
Longevity
Do you have guaranteed income for life?
Taxes
Is the majority if your retirement going to be taxed?
Liquidity
Do you have access to assets to meet life's unexpected financial needs?
Mortality
If you, your spouse, or head of household pass away, is there a plan in place for the family?
Inflation
Is your retirement hedging against the reduction in real purchasing power as the result of increasing cost of living?
Market
How much of your retirement is at risk for loss during market fluctuations?
How to Use Leverage to Reach Your Retirement Goals.
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If you need extra money to save towards your retirement, Kai-Zen is your solution.
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Minimum investment is $21,000-$35,000 annually depending on your age.
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You pay your contribution for 5 years and the lender contributes for 10.
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Your IUL is the collateral for the loan. You are not taking a personal loan.


Kai-Zen is Your Solution!
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A traditional financial advisor will tell you to either save more money or put your money in more aggressive accounts. ​
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But, what if you don't want to put all your retirement at risk?​
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What if you don't want all your money in tax now or tax deferred products? ​
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What if you're farther from your retirement goals than you'd like, but you can't triple your investments?
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Kai-zen is your solution!
