We bring new money to Your Financial Table with the Kai-Zen Plan

Just like you use your bank for leveraging 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