KAI-ZEN FOR HIGH-INCOME EARNERS

Kai-Zen is a unique strategy that uses bank financing (leverage) to increase the potential savings a High Income Earner can save.  Leverage provides the additional funds to make up for lost time and can provide potentially 60% more retirement income than traditional retirement plans.  And this income is TAX FREE.  This is a very unique strategy and has been back tested to survive even the most severe of market conditions including the great depression.  For those who qualify, there is no other solution available that produces the amount of tax free income needed for those who want to maintain their lifestyle in retirement.

The most unique and compelling aspect of the Kai-Zen strategy is that the participant’s contributions are leveraged 3:1.

This concept is not much different than financing a house – you use a mortgage to leverage the assets you have on hand to buy more house than you could afford on your own. Money is borrowed to buy more house, or with Kai-Zen, more benefits. With Kai-Zen, you are buying a life insurance policy with a larger death benefit, more living benefit protections, and the potential for more cash accumulation without the risk of losses (due to declines in a market index).

FAQs