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The Overlooked Legacy: How to Build a Smart Business Succession Plan
In the world of leadership and enterprise, we often plan for growth, scale, and impact — but what happens when it's time to pass the baton? A Business Succession Plan isn't just about retirement — it... ...more
Tax Free Wealth
July 30, 2025•2 min read
Reclaim Control of Your Financial Future Through Faith and Smart Leverage
July marks the second half of the year — a chance for reflection, reset, and realignment. For Christian executives and high-income professionals, it’s more than just a time to review numbers — it’s a ... ...more
Tax Free Wealth
July 21, 2025•2 min read
Use Section 179 to Cut Taxes and Build Wealth in 2025
As we reach the midpoint of 2025, it’s the ideal time to pause and reflect on how your business is performing — and more importantly, how your financial decisions today can impact your year-end tax bi... ...more
Tax Free Wealth
June 30, 2025•3 min read
Transforming Retirement Income with Faith-Driven Strategy
The Kai‑Zen method offers a compelling answer. It combines bank-financed premiums with an Indexed Universal Life (IUL) policy to deliver higher income potential—60% to 100% more—with far less volatili... ...more
Tax Free Wealth
June 24, 2025•2 min read
Unlock More Than Wealth — Build Tax-Free with Kai‑Zen
New Blog PAs we navigate 2025, the landscape of wealth transfer is undergoing significant transformation. With the impending sunset of the enhanced estate tax exemption at the end of this year, the ur... ...more
Tax Free Wealth
June 17, 2025•2 min read
Building a Tax-Free Legacy for Future Generations
New Blog PAs we navigate 2025, the landscape of wealth transfer is undergoing significant transformation. With the impending sunset of the enhanced estate tax exemption at the end of this year, the ur... ...more
Tax Free Wealth
June 10, 2025•2 min read
Creating Tax Free Wealth For Business Owners
Kai-Zen was first introduced in 2012 by NIW. The underlying financial approach has been utilized by wealthy individuals and estates (typically $10M and over) since the 1960s. Kai-Zen is a new variation on this approach - allowing highly compensated individuals like yourself to participate in this type of leveraging for the first time.
Learn More About Kai-Zen™
Take Comfort in Understanding Your Strategy!
No one knows what will happen in the future but looking at the past uncovers some common patterns. Stressing our designs through some of the harshest economic conditions to date allows us to implement a strategy to help protect against potential future failures and optimizes our chances for a more successful outcome.
"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up."
- Galatians 6:9 (NIV)
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