Increase Your Retirement Funding With Leveraging

We bring new money to your financial table with the Kai-Zen Plan Trust

Just like you use your bank for leveraing to purchase a home or car, our banks will help you fund a tax free retirement income plan and without signing for a loan.

How does it work? It’s really just basic banking. Thousands are participating in the Kai-Zen Trust which requires only 5 annual contributions. Our banks will do the rest. Kai-Zen is a the only bank leveraging program that efficiently brings new money to your financial table.

• 60% - 100% more retirement income

• 5 year client contribution schedule

• Tax deferred account growth

• Income tax free distributions

• Protection from market volatility

• Life insurance benefit

• Benefits for chronic and terminal illness

• No loan docs to sign