Kai-Zen: Tax-Efficient Retirement -or- Wealth Transfer Strategy

Kai-Zen has two primary uses.

1) The first and most common is for high income earners, ages 25-60, who are interested in producing 60-100% more retirement income potential using leverage, but without loan documents, credit checks, collateral, personal guarantees, or interest payments.
2) The second opportunity is for your senior clients who would be interested in using some of their wealth today to put a plan in place for their adult children.

Register for this event to learn more about Kai-Zen and review a case study of each of these scenarios.