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  Life Insurance Is Not Working

  Life insurance is not working. Less than 6 of 10 people own life insurance. Of those who own life insurance policies, 71% are on term policies. 1% of all term policies pay a death claim, 25% of permanent insurances lapse within the first 3 years, and 40% within 10 years. It leaves about 1 in […]

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  Where to Find the Money

  As a reminder, Kai-Zen requires 5 annual payments, the minimum per year based on age is from $22,000-440,000. So where do you find the money? 1. The preferred source of your current income 2. Your savings and investments 3. A non-qualified private pension deferred compensation plan with your employer 4. The equity in your home, […]

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  10-12 More Years to Prepare for Retirement

  What if I could give you 10-12 more years to prepare for retirement? How do we do that? Leveraging your money to do the same thing your mortgage does for you in owning a home. Want to know more? Let’s get together!

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