Kai-Zen Strategies

Kai-Zen is the only strategy that uses leverage to help you acquire more of the benefits you need to financially protect you and your family.

Its unique fusion of financing and life insurance offers you more protections and the potential to earn more for future cash flows than you could obtain without leverage.

Due to limitations, traditional retirement plans are typically insufficient for high-income earners. If you want to maintain your lifestyle throughout your lifespan, you need a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finances. As an additional protection, Kai-Zen’s structure is also set up to protect your benefits in the event of employer bankruptcy.

 

Business Applications

The departure or premature loss of a key executive can significantly affect a company’s bottom line. The Kai-Zen Strategy helps provide the additional funding required to address the following business situations effectively:

  • Executive Bonuses
  • Buy/Sell
  • Key Man
  • Partner Buyout
  • Succession Planning
  • Highly Compensated Employee Incentives

By using bank financing, the Kai-Zen strategy allows you to realize benefits beyond your expectations while keeping contributions within your means.

Each case is different and is customized specifically to meet your needs.
We provide these tools through Kai-Zen financing experts who have the most sound, sustainable financed solutions in the industry.
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Kai-Zen Strategies

SECURE A DEATH BENEFIT
COVER FUTURE ESTATE TAXES
CREATE AN EMPLOYEE RECRUITMENT INCENTIVE
CREATE A KEY EMPLOYEE RETENTION BENEFIT
PROVIDE LEVERAGED RETIREMENT FUNDING
GENERATE CASH FOR LEGACIES & ESTATES
COVER CRITICAL HEALTHCARE NEEDS
FUND LONG-TERM CARE
PRESERVE LIQUIDITY

Melody & Dan Keener

Paige is an absolute pleasure to work with. She takes the time to thoroughly explain things, and has a great knowledge of the products she represents. We are very happy with our policies, her level of service, and the whole experience .

Scharee Atchison

I've been a specialist in long-term care for a number of years when I met Paige.  I immediately recognized the bar she set for her own business success, work ethic and integrity were much higher than many in the industry.  Her level of authenticity, expertise, care for clients, and willingness to help me help my clients are extraordinary.   She represents the best-in-industry when it comes to professional, caring service and knowledge.

Doug Reuschel

Paige is wonderfully gifted in working with people, and makes great presentations to groups. She has a wealth of knowledge about long term care planning, and will work with you to find what is truly best for you.