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Case Studies

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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

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

20
Female
Annual Contribution: $100k

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

55
Female
Annual Contribution: 250000

30-year-old male, in excellent health, a nonsmoker, and contributing $500,000 per year for 5 years.

30
Male
Annual Contribution: 2500000

One of my granddaughters has a great job, a masters degree and is single. What would Kai-Zen look like for her?

25
Female
Annual Contribution: 90000

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

45
Male
Annual Contribution: $50000