EXECUTIVE BENEFITS - PREMIUM FINANCE

IF YOU RETIRED TODAY, WOULD YOU BE ABLE TO MAINTAIN YOUR CURRENT LIFESTYLE?

Use the the power of leverage and utilize the bank’s money to super charge your tax free retirement without the traditional risks of borrowing money. This vehicle allows you to only have to contribute 25% while the banks contributes 75% towards your account.

4 Major Challenges Facing Retirement :
Challenge: Lack of Savings | Americans should be saving roughly 33% of their income
Solution: 1:3 leverage helps super charge your plan contributions

Challenge: Market Volatility | We are facing unprecedented volatility in the market, how would this affect your retirement accounts?
Solution: Indexed returns allow for downside protection with upside market potential for your cash value

Challenge: Fluctuating Taxes | Economists believe that taxes can drastically increase in the coming years due to unfunded liabilities ie Social Security, Medicare, $26 Trillion Debt, Stimulus packages etc
Solution: The plan is designed for you to enjoy a lifetime stream of tax free income

Challenge: Health Care Costs | $275,000+ estimated medical care cost in retirement
Solution: This plan gives you access to the Death Benefit through Living benefits which allows you to use the funds if you become sick or injured

40%

OF BUSINESS OWNERS BELIEVE THEY WON'T BE ABLE TO RETIRE BY AGE 65

$100,000

AVERAGE BALANCE IN A 401K FOR A 50 YEAR OLD IN THE US

84%

OF AMERICANS RETIRING TODAY HAVE LESS THAN $250,000 SAVED FOR RETIREMENT

GETTING STARTED IS EASY

SCHEDULE A FREE CONSULTATION

EZ UNDERWRITING ALLOWS FOR UP TO $3,000,000 OF LIFE INSURANCE WITH NO BLOOD AND URINE EXAM

WE WORK WITH YOU ANNUALLY TO CHECK ON YOUR PLAN’S PERFORMANCE AND YEARLY CONTRIBUTION

MEET DAVE, AGE 45

MEET DAVE, AGE 45

"I’ve owned my Dental practice for over 10 years and found myself behind on my retirement savings. My goal was to maintain my lifestyle when I retired and I knew that with taxes most likely going up, maxing out my 401k just wasn’t going to be enough. The Kaizen Plan was exactly what I was looking for. By using leverage, I only had to pay $34,000 / year for 5 years while the bank picked up the rest of the contributions. My projected annual tax free income starting at age 65 is $83,000 / year giving me the peace of mind and stability I was looking for. Thanks GoldLine!"