801-698-1329

[email protected]

Case Studies

Filter Case Studies

C Suite Executive: Turning $500K Into Over $5 Million In Tax-Free Retirement Income

45
Female
Annual Contribution: $100000 annually for 5 years

Physician: Turning $200K Into Over $1 Million In Tax-Free Retirement Income

50
Female
Annual Contribution: $40000 annually for 5 years

Residential Real Estate Agent: Late Starter, High Income

50
Female
Annual Contribution: $100000 annually for 5 years

Maximize retirement accumulation over the next 20 years

45
Female
Annual Contribution: $22000 annually for 5 years

Nurse Case Study using Kai-Zen

45
Female
Annual Contribution: $30000/year for 5 years per grandchild (2 total)

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

45
Female, Male
Annual Contribution: $156k

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 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

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: $250K

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: $90K