Investment Planning - OakTree IA

801-698-1329

jim@oaktreeia.com

Father of 4, Age 35

Story Problem

Story Problem, 18 Year Old

How Can A Life Insurance Policy Blow Up

Don’t Procrastinate Savings for Retirement

Catching Up on Your Retirement Income Savings

Accelerated Living Benefits

Supercharged Overfunded Life Insurance

Life Insurance is Not Working

Some Sad Interesting Retirement Facts

Kai-Zen® amplifies retirement distributions by 60-100% through leverage, and in addition offers vital benefits like death benefit protection, long-term care, and disability coverage.

You won’t have to worry about the state of your retirement years when you benefit from the leverage of Kai-Zen