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Kai-Zen for Physicians
The Kai-Zen strategy is a wealth-building and protection solution designed to address the unique financial challenges of high-income earners like physicians. The Kai-Zen strategy is an insurance product which WealthCreate offers to clients in our capacity as licensed insurance agents and not in our capacity as investment adviser representatives. The KaiZen strategy does not include any securities products.
By utilizing leverage, the Kai-Zen strategy allows physicians to fund a cash-accumulating life insurance policy with minimal out-of-pocket contributions. This strategy helps reduce high tax liabilities by using the policy’s tax-advantaged growth and tax-free withdrawals for retirement or other needs. The policy also provides a death benefit to protect the physician’s family and serves as a shielded asset from lawsuits or liabilities in most states, addressing asset protection concerns. By combining tax efficiency, asset protection, and hands-off management, the Kai-Zen strategy offers a comprehensive, physician-focused approach to building financial security and peace of mind.
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Physician Testimonials
The testimonials presented below are made by individuals who have purchased the Kai-Zen insurance product and are not clients of WealthCreate. The testimonial video clips were provided to WealthCreate from NIW and we have no knowledge if the individuals were compensated to provide these testimonials. WealthCreate did not pay for the use of these testimonials on our website.
A Team You Can Trust
Our team has a wealth of knowledge and we are proud to have been featured in various media outlets, showcasing our insights and recommendations. Below are some of the organizations that have highlighted our team. To explore these articles and mentions, click here.
