An alternative to traditional term solutions used for Keyman plans, Kai-Zen ® covers the
risk of death but also creates a pool of cash to fund living scenarios as well.
Value Provided
- Creates a pool of revenue for living keyman for when key persons leave, get sick, retire, or die
- Potential for more accumulation for key employees
- Employees can maintain current lifestyle
- More protection for your key employees and their families
- Employees can diversify their assets
Required Qualifications
- Your combined household income is at least 100k per year
- You are between the ages of 18 – 70
- You are in average or good health
- You can contribute a minimum of $22k per year
