Hear from Our Clients
Kai-Zen has received an overwhelmingly positive reception from a broad range of senior level executives including CEOs, Vice Presidents, CPAs, lawyers, bankers, and brokers. It has been especially rewarding to witness the enthusiastic response from individuals who really understand the unique value delivered by Kai-Zen, which is exactly why all of the executives at NIW participate in Kai-Zen.
Caroline Xuhong Hao
Specialty Tax & Investment Specialist
CEO, Technology Firm
Real Estate Agent
CEO, Architecture Firm
Dr.s Saima Iqbal & Sal Mallick
Certified Financial Planner
I needed a way to change the status quo. Determined to solve this issue, my partners and I did our research, developed relationships, and created our own strategy we call Kai-Zen. Kai-Zen changed they status quo by offering the one thing no one else was offering, leverage. Kai-Zen offered me the only real opportunity to get the extra cash I needed to fund a strategy sufficiently. With the additional money added to my contributions, I was able to participate in a strategy that provided everything I needed. It provides me with death benefit coverage, protections against critical illness, supplemental retirement income, the potential for upside market capture without market losses, growth compounding tax deferred, access to income tax free loans, and the leverage to add three times more money to my strategy. That’s tough to beat.
I admit I am biased, but I am also a cynic. I looked at my own situation, how much money I could afford to set aside, and what could go wrong. I’ve run thousands of simulations and comparisons and I can’t find another strategy that comes close to providing what I can get with the Kai-Zen strategy.
Kai-Zen takes advantage of the equity option trade within a tax deferred growth wrapper that affords me upside opportunity with downside protection. Essentially I have a trade that gives me asymmetric risk that inures to my personal benefit.
All programs, strategies, investment come with risk – there would not be the opportunity for return without risk. The annual review and monitoring provides me with the tools I need to evaluate the strategy annually.
I am writing this letter not from a professional perspective, but as a personal participant.
Thank you for all that you have taught me.