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Financial Education Solutions group

Retirement Income | Banking Strategies | Asset Protection

Retirement Income | Banking Strategies | Asset ProtectionRetirement Income | Banking Strategies | Asset Protection
The Kai-Zen Strategy

Strategic Retirement plan using Leverage

 The success of your retirement depends on the amount you save, not on your rate of return. A unique cash accumulating life insurance policy using leverage offers an opportunity to earn interest and eliminate the risk of market declines, while providing you and your family protection. 

Why using leverage is smart

Kai-Zen is a strategy that helps you maintain your current lifestyle in the event of a chronic illness, premature death, or an inability to sufficiently save for retirement.  Protecting your earnings is critical to insuring your ability to save for retirement. Due to limitations, traditional retirement plans are typically insufficient for high-income earners. If you want to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finances.


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.


  • Potential for more accumulation.
  • Maintain current lifestyle.
  • More protection for you and your family.
  • Diversify your assets.

How it Works

The Kai-Zen strategy is simple. Premiums are jointly funded by bank financing and the participant or employer. The bank financing provides the majority of the total contribution to the plan, and the life insurance policy itself is the full security for the loan.  


This strategy is specifically designed so that the participant is not required to go through financial underwriting or sign any loan documents.  As an additional protection, Kai-Zen’s structure is also set up to protect your benefits in the event of employer bankruptcy.

Find out more

Business Applications

The departure or premature loss of a key executive can significantly affect a company’s bottom line.


The Kai-Zen Strategy helps provide the additional funding required to address the following business situations effectively:


  • Executive Bonuses
  • Buy/Sell
  • Key Man
  • Partner Buyout
  • Succession Planning
  • Highly Compensated Employee Incentives

Find out more

How can we help you?

Kai-Zen®

Everyone wants to maintain the same quality of life in retirement, congruent with a steady cash flow that allows you to continue living out your dreams. Most people would prefer to have a cushion of cash for extreme medical conditions, should anything happen, while also looking out for loved ones. The cost to do this is high.


Click here to learn more!

Tri-Zen®

Tri-Zen is one of the few pre-tax plans, that allows tax free distributions through policy loans. It is the only plan that adds additional capital to the spending already being allocated, with the aim of improving results. With Tri-Zen, all leverage is secured and repaid by the plan. 


Click here to learn more!

Testimonials

Hear from Our Clients

Kai-Zen has received an overwhelmingly positive reception from a broad range of senior level executives including CEOs, Vice Presidents, CPAs, lawyers, bankers, and brokers.  It has been especially rewarding to witness the enthusiastic response from individuals who really understand the unique value delivered by Kai-Zen, which is exactly why all of the executives at NIW participate in Kai-Zen.


I personally use this product for my family and I. Kai-Zen gives me access to tax-free retirement income and tax-free line of credit. 


Click here to see more testimonials

Carey Finn

Real Estate Agent

David Bistritz

Dentist

About Us

Sam Vadakekut

Wealth | Strategy & Growth Advisor

MyIlia

Schedule Your FREE Strategy Call

Contact Information:

Phone: (405)213-4817

Email: samvadakekut@gmail.com

Contact Us

We would love to talk more about your finances!

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You can also reach me at 405-213-4817 & samvadakekut@gmail.com to get more details.

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Premium Finance

The Kai-Zen and Tri-Zen strategies have many diverse applications, but the best way to learn more about how they might suit your needs is to simply fill out the form and let us know a bit more about your specific interests.

Disclaimer

Last updated January 01, 2023

The information provided by Financial Education Solutions Group ("we," "us," or "our") on financialeducationsolutionsgroup.com (the "Site") is for general informational purposes only. All information on the Site is provided in good faith, however, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. 


UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE. YOUR USE OF THE SITE AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE IS SOLELY AT YOUR OWN RISK. 


EXTERNAL LINKS DISCLAIMER 

The Site may contain (or you may be sent through the Site) links to other websites or content belonging to or originating from third parties or links to websites and features in banners or other advertising. Such external links are not investigated, monitored, or checked for accuracy, adequacy, validity, reliability, availability, or completeness by us. 


WE DO NOT WARRANT, ENDORSE, GUARANTEE, OR ASSUME RESPONSIBILITY FOR THE ACCURACY OR RELIABILITY OF ANY INFORMATION OFFERED BY THIRD-PARTY WEBSITES LINKED THROUGH THE SITE OR ANY WEBSITE OR FEATURE LINKED IN ANY BANNER OR OTHER ADVERTISING. WE WILL NOT BE A PARTY TO OR IN ANY WAY BE RESPONSIBLE FOR MONITORING ANY TRANSACTION BETWEEN YOU AND THIRD-PARTY PROVIDERS OF PRODUCTS OR SERVICES.


PROFESSIONAL DISCLAIMER 

The Site cannot and does not contain financial advice. The financial information is provided for general informational and educational purposes only and is not a substitute for professional advice. Accordingly, before taking any actions based on such information, we encourage you to consult with the appropriate professionals. We do not provide any kind of financial advice. 


THE USE OR RELIANCE OF ANY INFORMATION CONTAINED ON THE SITE IS SOLELY AT YOUR OWN RISK.

TESTIMONIALS DISCLAIMER 

The Site may contain testimonials by users of our products and/or services. These testimonials reflect the real-life experiences and opinions of such users. However, the experiences are personal to those particular users, and may not necessarily be representative of all users of our products and/or services. We do not claim, and you should not assume, that all users will have the same experiences. 


YOUR INDIVIDUAL RESULTS MAY VARY. 


The testimonials on the Site are submitted in various forms such as text, audio and/or video, and are reviewed by us before being posted. They appear on the Site
verbatim given by the users, except for the correction of grammar or typing errors. Some testimonials may have been shortened for the sake of brevity where the full testimonial contained extraneous information not relevant to the general public.

The views and opinions contained in the testimonials belong solely to the individual user and do not reflect our views and opinions. We are not affiliated with users who provide testimonials, and users are not paid or otherwise compensated for their testimonials.


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