PREM FIN CASE: NJ Couple Age 54
[two_columns_66_33] [column1] Premium Financing Case Study: NJ Couple Both Age 54 Net Worth: 5 M Combined Annual Income: $600K Initial Death Benefit: 10 M each, 20M combined Premium Financing Simple interest rate: 2.75% fixed for 7 years (as of July 6, 2020, this rate is updated daily) Option to renew after 7 years Pay off […]
PREM FIN CASE: FOREIGN NATIONAL AGE 53
[two_columns_66_33] [column1] Help Your Global Clients Leave a Legacy with U.S. Life Insurance MEET RONALDO Age 53, Brazilian citizen, U.S. investor CEO of an international bank Annual salary of $5 million Net worth of $27 million $3.5 million property in Miami Beach and large U.S. brokerage accounts Ronaldo, like many […]
EVALUATING RISKS | ASSET & COST OF BORROWING
[two_columns_66_33] [column1] Take Comfort in Understanding Your Strategy When deciding whether a financed insurance solution is right for you, it is important to understand how the strategy performs in various market conditions. No one knows what will happen in the future but looking at the past uncovers some common patterns we can use to our benefit […]
AMERICANS’ GREATEST FINANCIAL FEARS
[two_columns_66_33] [column1] Americans’ Greatest Financial Fears Financial Emergency Most Americans save in order to have enough money in case something unexpected happens and they need a large sum of cash. Because of this, they prepare by avoiding investing too much at one time. Kai-Zen is designed to not only make the most of your money, but also […]
RETAIN, PROTECT & SAVE
[two_columns_66_33] [column1] Retain Key Employees, Protect Your Business, and Save Money: Common Problems Companies Face Today: Recruiting and retaining key employees is of extreme importance to most businesses. Likewise, having proactive plans that deal with the partner, owner, co-founder or family buy-outs are equally critical. The problem is that people leave for a host of […]
