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Creating Tax Free Wealth For Business Owners

Inflation is an inevitable part of the economy

Financial Wisdom Protect & Grow Your Wealth with Confidence

March 17, 20252 min read

In this issue inflation is an inevitable part of the economy, but the right financial strategies can help you stay ahead. As the cost of living rises, your money must work smarter—not harder—to maintain and grow its value. Stay Ahead of Inflation & Secure Your Future.

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Smart CentS

Smart Strategies to Preserve and Grow Your Wealth

TAX FREE WEALTH

Tax-Free Growth: Keep more of your earnings by leveraging tax-advantaged financial tools.
Inflation-Resistant Returns: Enjoy market-linked gains while protecting your wealth with a guaranteed 0% loss floor.
Flexible Access to Funds: Utilize tax-free loans to fund major life events or investment opportunities.
Secure Market Participation: Benefit from market growth without exposing your assets to unnecessary risk.
Dual Protection Benefits: Gain both living benefits for illness protection and a legacy-building death benefit.

A smart financial strategy isn’t just about saving—it’s about leveraging your resources effectively. By pairing your contributions with strategic funding, you can accelerate your wealth accumulation and increase financial security.

The best time to secure your wealth is today. Whether you’re planning for retirement, building a legacy, or protecting your assets from inflation, we’re here to help.

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Harmony Hub

Biblical view of Work and

Retirement

Harmony Hub

Voddie Baucham challenges the modern concept of retirement, emphasizing that work is a God-given purpose and not a curse of the fall. He asserts that humans, made in the image of God, are designed to work, and the difficulties we face in work are a result of the fall, not work itself. Rather than seeking early retirement as a form of success, Baucham encourages people to continue working, even in their later years, either by pursuing passion projects or mentoring others. He argues that work is a lifelong responsibility and a way to honor God, not an escape from daily labor.

Also critiques the cultural idea of retiring early to live in leisure, suggesting that this mindset neglects the true value of work. Instead of stopping work when one reaches a certain age or financial milestone, he advocates for individuals to continue contributing their skills and knowledge to others, ensuring their work has lasting impact. Ultimately, Baucham teaches that work is a divine calling, and Christians are called to serve God and others through their labor throughout their lives.

Retirement AnalyzerKent CornellTax



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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.

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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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