Tax-Free Retirement Account

Take advantage of leverage to grow your tax diversified assets!

Kai-Zen Financial Strategy

We use lenders to purchase cars and homes. But, did you know you could use a lender to fund your retirement?

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Top 3 Fears for Americans

What if you could protect yourself against these concerns?

Financial Emergency

Most Americans don't have enough money for an unexpected emergency.

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Not Enough to Retire

Americans worry about not having enough money to live off for the rest of their lives once they retire.

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Medical Expenses

One of the major causes of bankruptcy is due to unexpected medical bills.

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Most People Have the Bulk of Retirement in Tax Deferred Products.
But, you can increase your TAX NEVER Retirement!

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Is Your Retirement Plan Tackling These 6 Components?

Longevity

Do you have guaranteed income for life?

Liquidity

Do you have access to assets to meet life's unexpected financial needs?

Inflation

Is your retirement hedging against the reduction in real purchasing power as the result of increasing cost of living?

Taxes

Is the majority if your retirement going to be taxed?

Mortality

If you, your spouse, or head of household pass away, is there a plan in place for the family?

Market

How much of your retirement is at risk for loss during market fluctuations?

Are you on track for retirement?

*Numbers illustrating how much you need to save a month to reach $1,000,000 in retirement assuming 8% interest rates & not accounting for inflation or loss due to market fluctuations.

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Age

20 $200

mo.

Age

30 $500

mo.

Age

40 $1,200

mo.

Age

50 $3,100

mo.

How to Use Leverage to Reach Your Retirement Goals.

If you need extra money to save towards your retirement, Kai-Zen is your solution.
Minimum investment is $21,000-$35,000 annually depending on your age.
You pay your contribution for 5 years and the lender contributes for 10.
Your IUL is the collateral for the loan. You are not taking a personal loan.

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Kai-Zen is Your Solution!

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

Tax-Free Retirement Account

Kai-Zen Financial Strategy

Top 3 Fears for Americans