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Kai-Zen Tutorial
What is Kai-Zen?
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Summary
More growth in a shorter amount of time
Income tax free growth. Jay paid 5 annual payments for his policy. You have the option of monthly premium plan if you desire more flexibility at a more affordable rate.
Tax advantage.
3 to 1 premium leverage to increase your cash savings faster. (No loan documentation or personal collateral at risk for you)
Retirement income option and life insurance for you and your family.
Tax free income distribution & tax free death benefit appealed to this attorney, David Barlow.
Courtney gives a great testimony that illustrates how a Kai-Zen policy can be purchased using the IRS allowed annual gift.
Attracted to the life insurance benefit features
A former bank professional looking to diversify his investments.
Once again, tax free income played a part in Michael getting a Kai-Zen policy.