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9 Benefits of Kai-Zen

Investing Retirement Funding Insights

Today, I'm going to list the 9 benefits of Kai-Zen.  


1. Growth index though the market without downside risk. 2. Matching contributions up to 3 to 1 without 3rd party obligation. 3. Safe tax-deferred growth and no loss of principle. 4. Tax-favored income. 5. Tax benefits in the event of a chronic, critical or terminal illness. 6. Asset protection from creditors. 7. Unlimited contributions. 8. Diversification from qualified plans. 9. Not subject to Irma, a Medicare tax.


Want to know more? Let's get together! Jim Barlow at OakTree Premium Finance.


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