IDEAL SMALL BUSINESS RETIREMENT PLANS

S-Corps, LLCs, and Partnerships

Kai-Zen is the most compelling after-tax strategy for S-Corps, LLCs, and partnerships.

Non-Profits & C-Corps

Tri-Zen is a pre-tax strategy for non-profits and C-Corps that need to attract and retain talent.

For Individuals

Protect your most valuable asset – your ability to earn.

IDEAL SMALL BUSINESS RETIREMENT PLANS

S-Corps, LLCs, and Partnerships

Kai-Zen is the most compelling after-tax strategy for S-Corps, LLCs, and partnerships.

Non-Profits & C-Corps

Tri-Zen is a pre-tax strategy for non-profits and C-Corps that need to attract and retain talent.

For Individuals

Protect your most valuable asset – your ability to earn.

THE KAI-ZEN STRATEGY

WHAT'S UNIQUE ABOUT THE KAI-ZEN STRATEGY

Imagine your contributions being leveraged 3-to-1. You read correctly!… 3-to-1…. You contribute $1 and the bank contributes $3…. AMAZING!

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HOW THE KAI-ZEN STRATEGY WORKS

Years 1-5

During the first 5 years, the participant contributes their portion and the lender finances the additional premiums into the insurance policy.

Years 6-10

Ater year 5, the participant’s obligation is projected to be complete and the lender makes the remaining premium payments.

Years 11-15

The policy has the potential to accumulate more value and the lender’s note is projected to be satisfied approximately by the end of the 15th year.

Years 16 and beyond

Potential policy cash value accumulation is projected for distributions for lifestyle needs such as supplemental retirement income.

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