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Home
Services
Case Studies
About
Trusted Resources
Board
Media
Articles
Webinars
Partners’ Webinars
Videos
Testimonials
Contact
Case Studies
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Annual Contribution
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$50,000
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Case Study: Two Floral Shop Owners Protect Their Business & Legacy
45
Female
,
Male
Annual Contribution:
$156k
View Case Study
Case Study: A Grandfather’s Gift of Legacy
20
Male
Annual Contribution:
$125k
View Case Study
Case Study: A 35-Year-Old Construction Company Owner Builds Her Legacy with Kai-Zen
35
Female
Annual Contribution:
$350k
View Case Study
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
View Case Study
What Could Kai-Zen Look Like? Case Study: A Father’s Gift That Grows
40
Male
Annual Contribution:
$150k
View Case Study
What Could Kai-Zen Look Like? Case Study: A Widow age 60 with insurance needs and minimal retirement savings
60
Female
Annual Contribution:
$175k
View Case Study
How a 50-Year-Old Executive Maximized Retirement and Protection
50
Female
Annual Contribution:
$110k
View Case Study
A Strategic Plan for Long-Term Care and Legacy
65
Male
Annual Contribution:
$350k
View Case Study
What Could Kai-Zen Look Like? Case Study: A Grandfather’s Gift That Grows
20
Female
Annual Contribution:
$100k
View Case Study
What Could Kai-Zen Look Like? Case Study: Is 55 Too Late to Start?
55
Female
Annual Contribution:
$250K
View Case Study
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