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Maximize Long-Term Financial Success

Thursday, March 30, 2023 at 12:00 PM CDT

Help strengthen your clients’ financial future with Kai-Zen®,  the supplemental retirement savings strategy.

For clients who are “maxed-out” on contributions to traditional retirement savings plans (like 401(k)’s and 403(b)’s), Kai-Zen offers an investment with tax-deferred growth enhanced by financing to deliver an exceptional way to supplement retirement savings.

Simplicity and NIW have partnered to offer a unique program that provides clients an additional tool for helping build retirement savings.
 

Kai-Zen offers clients an un-capped ability to contribute to a tax-deferred retirement savings plan that also allows participants to finance a portion of their contributions which is expected to help enhance overall returns. Clients can achieve tax-deferred accumulation in a principal protected life insurance policy. This leveraged, tax-deferred growth is attractive to those who believe their existing, traditional retirements savings plans may be insufficient to meet lifestyle needs in retirement.

Join Simplicity and NIW on March 30th to become a “Preferred Advisor” to offer Kai-Zen and access a turnkey sales strategy and proprietary digital marketing platform, Ilia.

  • Offer clients a solution to underfunded retirement plans.
  • Provide a solution not subject to the contribution limits of traditional retirement plans.
  • Help clients increase their potential for accumulation.
  • Learn how to streamline the sales process in Ilia while eliminating the stress of financial underwriting.
  • Help business clients create a unique benefit to further employee recruitment and retention.

FOR AGENT USE ONLY. NOT FOR PUBLIC DISTRIBUTION 2797475-0323