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Kai-Zen® Accumulation Story

Tuesday, March 31, 2026 | 1:00 PM ET | Virtual Event
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Register for our introductory webinar. During this session, we’ll explore the mechanics of 3-to-1 bank-match leverage, the advantages of frictionless financing and exactly how to identify and present this proprietary solution within your practice.

Many high-income earners are facing a silent retirement crisis. Even with solid plans, 90% of high earners are currently underfunding their savings2 to maintain their current lifestyle.

The reality is that retirement success isn't driven by chasing returns—which only account for 26% of the outcome. The real needle-mover is the amount of capital at work, which contributes 74% to their success.1

Kai-Zen® helps solves this capital problem with a leveraged IUL strategy designed for clients earning $200k+. It uses 3-to-1 leverage where a bank matches your client’s contributions, creating an efficient vehicle for growth and tax-free distributions.

What sets this apart for your practice is the Frictionless Financing
  • No credit checks or personal guarantees
  • No loan documents or out-of-pocket interest expenses
  • High death benefits and living benefit riders included

This can be the ultimate tool to differentiate your practice. With 15 years in-market and over $1.5B in in-force premium, Many agents are already leveraging this to scale.

Contact Us

475 Springfield Avenue

Summit, New Jersey 07901

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PRIVACY POLICY | CCPA PRIVACY NOTICE | TERMS OF USE

       

1 Retirement Success: A surprising look into the factors that drive positive outcomes; David Blanchett & Jason Grantz https://fliphtml5.com/kixm/uapv/Retirement_Success%3A_A_Surprising_Look_into_the_Factors_.../

       

2 United States Census Bureau, Smart Asset, and Financial Samurai https://www.statista.com/statistics/203183/percentage-distribution-of-household-income-in-the-us/


     

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