Bank Funded Retirement Plan

Can You Afford To Retire?

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Navigating your way to a comfortable retirement can be daunting. You’re invested in the stock market and contributing the maximum to your 401 K plan. You’ve got Roth IRAs and other assets to fund your retirement … but is it enough?

Introducing the bank funded retirement plan or the Kai-Zen strategy.

It is a life insurance policy which is jointly funded by an executive and bank financing. The executive’s contributions are leveraged 3:1 which is what makes the Kai-Zen strategy both unique and compelling.

What is Kai-Zen?


To find out more about the Kai-Zen bank funded retirement plan, and to find out if you qualify, give our brokers a call today at (360) 419-9999.

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