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Case Studies

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C Suite Executive: Turning $500K Into Over $5 Million In Tax-Free Retirement Income

45
Female
Annual Contribution: $100000 annually for 5 years

Maximize retirement accumulation over the next 20 years

45
Female
Annual Contribution: $22000 annually for 5 years

Retired Business Owners Creating a Meaningful Legacy for Their Three Children

45
Male
Annual Contribution: $70000/year for 5 years per child (3 total)

Nurse Case Study using Kai-Zen

45
Female
Annual Contribution: $30000/year for 5 years per grandchild (2 total)

Case Study: Two Floral Shop Owners Protect Their Business & Legacy

45
Female, Male
Annual Contribution: $156k

45-year-old male, in excellent health, a nonsmoker, and contributing $70,000 per year for 5 years.

45
Male
Annual Contribution: $50000