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
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No credit checks or personal guarantees
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No loan documents or out-of-pocket interest expenses
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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. |