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Case Studies

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The Rookie Who Planned Ahead

30
Male
Annual Contribution: $10M

Dentist Case Study: Turning $250K Into Over $1.5 Million in Tax-Free Retirement Income

55
Male
Annual Contribution: $250K

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

45
Female, Male
Annual Contribution: $156k

Case Study: A Grandfather’s Gift of Legacy

20
Male
Annual Contribution: $125k

Case Study: A 35-Year-Old Construction Company Owner Builds Her Legacy with Kai-Zen

35
Female
Annual Contribution: $350k

What Could Kai-Zen Look Like? Case Study: A Business owner buying for key employee (retention package with golden handcuffs)

35
Female, Male
Annual Contribution: $125k

What Could Kai-Zen Look Like? Case Study: A Father’s Gift That Grows

40
Male
Annual Contribution: $150k

What Could Kai-Zen Look Like? Case Study: A Widow age 60 with insurance needs and minimal retirement savings

60
Female
Annual Contribution: $175k

How a 50-Year-Old Executive Maximized Retirement and Protection

50
Female
Annual Contribution: $110k

A Strategic Plan for Long-Term Care and Legacy

65
Male
Annual Contribution: $350k