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Case Studies

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Turning $125K Into Over $4 Million In Tax-Free Retirement Income

30
Male
Annual Contribution: $25000 annually for 5 years

Law Firm Partner: Turning $250K Into Over $4 Million In Tax-Free Retirement Income

40
Male
Annual Contribution: $50000 annually for 5 years

Retired Business Owners Creating a Meaningful Legacy for Their Two Grandchildren

20
Male
Annual Contribution: $20000/year for 5 years per grandchild (2 total)

Retired Business Owners Creating a Meaningful Legacy for Their Three Children

45
Male
Annual Contribution: $70000/year for 5 years per child (3 total)

David, Age: 30, Key Employee / High-value contributor / future leader

30
Male
Annual Contribution: $25000 annually for 5 years

Senior Operations Officer Case Study

50
Male
Annual Contribution: $100000/year for 5 years per grandchild (2 total)

Plumber Case Study

40
Male
Annual Contribution: $40000/year for 5 years per grandchild (2 total)

Software Engineer Case Study

35
Male
Annual Contribution: $80000/year for 5 years per grandchild (2 total)

The Rookie Who Planned Ahead

30
Male
Annual Contribution: $10M

Dentist Case Study: Turning $250K Into Over $1.5 Million in Tax-Free Retirement Income

55
Male
Annual Contribution: $250K

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

45
Female, Male
Annual Contribution: $156k

Case Study: A Grandfather’s Gift of Legacy

20
Male
Annual Contribution: $125k

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 Father’s Gift That Grows

40
Male
Annual Contribution: $150k

A Strategic Plan for Long-Term Care and Legacy

65
Male
Annual Contribution: $350k

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

30
Male
Annual Contribution: $2.5M