Case Studies

Filter Case Studies

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

Case Study: A Grandfather’s Gift of Legacy

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

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

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

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

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

A Strategic Plan for Long-Term Care and Legacy

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

What Could Kai-Zen Look Like? Case Study: Is 55 Too Late to Start?