[REPLAY] Amplify Your Practice. Amplify Their Future. From Kai-Zen
Help address the retirement savings gap for your clients with the Kai-Zen® strategy.
Your clients have worked hard to build a lifestyle they love, but many still find it challenging to meet their retirement goals.
In fact, 90% of high-income earners are underfunding their retirement savings in order to preserve their current quality of life,1 which can potentially cause a shortfall later in life.
The reality is that financial success isn’t driven by returns, which only account for 26% of the outcome. The real impact comes from capital at work, which contributes a massive 74% to long-term success.2
Kai-Zen® addresses your client’s capital problem by using smart leverage to fund an IUL strategy.
Kai-Zen® is a turnkey LIRP strategy designed for high earners to purchase substantial Indexed Universal Life (IUL) insurance. It uses 3-to-1 lender leverage–where both your client and a lender make contributions–to enable larger policies with significant death benefits, access to living benefits, and a greater accumulation of tax-advantaged cash value. Cash value that your client can then use as a source of supplemental retirement income when the time comes.