The Gift That Lasts a Lifetime
Kai-Zen is more than a financial strategy; it's a tool for generational wealth transfer. It empowers you to enhance your gift for generations to come. Like a butterfly, soaring into the safe hands of your children, it offers them enhanced financial security and protection. Seize this opportunity to help increase their inheritance, protect and nurture their growth, while effectively gifting to your loved ones.
Kai-Zen is a leveraged IUL insurance policy. It is designed to provide your heirs, on average, 60-100% more benefits than your gift alone.
Watch the video below to learn more.
The Solution Is
Kai-Zen provides you an opportunity to significantly enhance your gifts. You make 5 annual payments (gifts) to your children, which are used to fund a unique cash accumulating life insurance policy. Your policy contributions are then used as the sole collateral and combined with leverage, adding up to an additional 3 times more money. The use of leverage has the potential to increase the amount of death benefit protection, the amount of cash accessible in the event of a chronic illness, and increase the distributions they could take in retirement by 60%-100% more than what your gift alone could provide.
“For parents who plan on leaving behind a financial legacy, it can be far more effective to gift early instead of waiting for the triggering event of your death to transfer wealth.”
-Bloomberg
GIVE THE GIFT OF NEED
Nearly 40% of millennials have a bachelor’s degree compared to only 25% of boomers.
Yet millennials make 20% less than the boomer generation.
-CNBC
What People Are Saying
“I love that the bank is putting 3x as much as I am. And there are only 5 annual payments.”
— Dr. Amy Wechsler
“I now have financial stability for my kids to pass down inheritance from the policy.”
— Alexander Singer
“Kai-Zen stands head and shoulders above the rest when it comes to the financial security our family was looking for.”
— Christopher Clark
“You have no idea how much this means to me.”
— Courtney Anderson
Download Your Brochure To Learn More About How Kai-Zen Can Provide The Gift That Lasts a Lifetime!
Protecting Their Financial Future
If your legacy includes supporting your children, inevitably a financial decision is to be made after you’re gone. Understandably, we all have concerns about giving lump sums of cash to your children. Kai-Zen can enhance your gift by 60 - 100% more than what you could gift them without this strategy, while providing protection and potential income.
Kai-Zen is the ONLY strategy that uses leverage to help you acquire more of the benefits you need to financially protect you and your family. its unique fusion of financing and life insurance offers you more protections and the potential to earn more for retirement than you could obtain without leverage.
