Financial Education Solutions Group
Financial Education Solutions Group
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. The policy secures the loan, provi
Wealth | Strategy & Growth Advisor
Phone: (405)213-4817
Email: samvadakekut@gmail.com
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.
Real Estate Agent
Dentist
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.
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.
You can also reach me at 405-213-4817 & samvadakekut@gmail.com or click here to get more details.
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.
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