Kai-Zen® can create a pool of funds that can be used to produce a “living keyman” plan. You need a solution that covers all the bases. You could build your own cash pool inside the business with retained earnings. But, there are better options. Kai-Zen® will achieve the objective at half the cost, be more creditor protected, and is tax efficient.
- Potential for excess accumulation.
- Maintain current lifestyle.
- Protection for you and your family.
- Diversifying assets.
- 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.