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Based on what you told us we think the below NIW strategy would be a great option for you. The next step is to set up a time to speak to a licenced professional to learn more.

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Kai-Zen® for Keyman

An alternative to traditional term solutions used for Keyman plans, Kai-Zen® covers the risk of death but also creates a pool of cash to fund living scenarios as well.

Value Provided

  • Creates a pool of revenue for living keyman for when key persons leave, get sick, retire, or die
  • Potential for more accumulation for key employees
  • Employees can maintain current lifestyle
  • More protection for your key employees and their families
  • Employees can diversify their assets

Required Qualifications

  • Your combined household income is at least 100k per year
  • You are between the ages of 18 - 70
  • You are in average or good health
  • You can contribute a minimum of $22k per year
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