Optima Financial & Insurance Services under Simplicity Company holds a preferred designation to NIW Companies offerings. As a preferred partner with NIW, Optima Financial has unlimited support with the NIW products, services, updates, webinars, marketing material, private trainings and more. To learn more about the KaiZen Strategy, please let us know, one of our designated Sales & Marketing professionals would love to assist you.
The success of a retirement plan depends on the amount you save, not on your rate of return. A unique cash accumulating life insurance policy using leverage offers an opportunity to earn interest and eliminate the risk of market declines, while providing you and your family protection. The policy secures the loan, providing you the potential for an additional 60-100% more for your retirement without the typical risks associated with leverage.
Kai-Zen® is the only strategy that provides you the opportunity to add up to 3 times more money to fund a cash accumulating life insurance policy. Your contribution and the policy provide the security needed to obtain the loan and your participation is easy. Simply create an account, estimate your short 5-year annual contribution amount, and let Kai-Zen® leverage do the rest.Kai-Zen® was designed to minimize expenses and maximize your potential for accumulation. We then combined it with leverage to provide you the potential for 60-100% more:*