Financial Education Solutions Group
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.
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.
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.