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Kai-Zen - The Bank Funded Retirement Plan

Prepare for a Stress-Free Retirement

Prepare for a Stress-Free Retirement

Nearly every study indicates that a large percentage of people, including high earners, do not have sufficient money to maintain their lifestyle for the course of their retirement. 

Plus, a result of being successful means needing to save even more for retirement over and above what is already in Social Security and qualified plans.

Kai-Zen is one of the very few strategies that allows participants to use additional money to give them more benefits than they can save for by themselves.

Americans’ Greatest Financial Fears

“Out of the top five fears, four are about emergencies and retirement“

Client Centered

Learn how leveraging assets through bank funding can give you the potential to significantly enhance your retirement savings strategy.

Click on the link below for a short video and more information.