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Case Studies

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Retired Business Owners Creating a Meaningful Legacy for Their Two Grandchildren

  • 20
  • Male
  • Annual Contribution: $20000/year for 5 years per grandchild (2 total)
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Case Study: A Grandfather’s Gift of Legacy

  • 20
  • Male
  • Annual Contribution: $125k
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What Could Kai-Zen Look Like? Case Study: A Grandfather’s Gift That Grows

  • 20
  • Female
  • Annual Contribution: $100k
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