Insuring against
what can go wrong

affords you the luxury to invest for what could go right

 

Kai-Zen uses leverage for the potential to accumulate more growth and obtain more protection while providing you the ability to maintain your current standard of living.

 

Smart Leverage

Most people use leverage to purchase their home, we use it for your retirement.


  Potential for more accumulation

  Maintain current lifestyle

  More protection for you and your family

  Diversify your assets

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Leverage without risk

All the benefits of leverage without the traditional risks:


  No credit checks

  No loan documents

 No personal guarantees

  No interest payments

Leverage without risk
 

Leverage without risk

All the benefits of leverage without the traditional risks:


  No credit checks

  No loan documents

 No personal guarantees

  No interest payments

Leverage without risk

Did you know?

Your retirement will cost you an average of 6 times more than your house.

Most people use financing to live in a better house...

We use it to improve your retirement.

 

Enhanced Growth Potential

Leveraged to provide you the potential for 60-100% more*


  Up to 3-to-1 Leverage

  60% to 100% more income

  Upside Crediting 

  Potentially Tax-free

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More Protection

Against the things that can go wrong


  No Loss Due to Market Declines

  Asset Protected

  Creditor Protected

  Self Completing Design

Protection_Kaizen
 

More Protection

Against the things that can go wrong


  No Loss Due to Market Declines

  Asset Protected

  Creditor Protected

  Self Completing Design


 

Protection_Kaizen


Start Today

 


Dedicated to helping you be ready for retirement

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Contribute for Only Five Years

A more manageable way to save.

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Up to a three-to-one match

We help our clients save more today without altering their current lifestyle.

business planning | Carlton Wealth


Reduce Market, Tax, & Capital Risk

Diversify your assets with protection.

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Increase your probability of success.

Complement your current investment strategy.

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Increase Retirement Income 60% to 100%

Compare to traditional options.

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Self Completing

Protection in the event of a chronic illness or premature death.

Did you know?

90% of all households earning over $200,000 are chronically under saving for retirement in order to preserve their current quality of life.

Source: Business Insider.

4 ways to learn more

On-Demand Webinar

 

Watch our short 25-minute demo, which explains the strategy in more detail.

*After requesting access, you will receive an invitation to access the online system covered in the webinar.

 

Watch Now

Free eBook

Our free ebook is loaded with additional information:

· Why traditional advice falls short for high-income earners

· 3 risks we help you reduce or avoid

· Case study on sequence of return risk

· How and why we use leverage today

· How we use safe leverage for your retirement

· On-demand webinar outlining the strategy.

· Invitation to our online system to learn even more and estimate your benefits.


Download eBook

insuring your retirement | Carlton Wealth

 

Estimate your own Benefits

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Once you watch the on demand webinar or download the ebook, you will be given access to the online software called, iLia.

From here, you can:

· Estimate your benefits

· Understand in even more detail how the strategy works

· Obtain answers to the most frequently asked questions

 

Request Access

We would love to explain our process with you.

See if we are a good fit for you. 

Schedule a Call

 

Get Started

Are you ready to explore your options?

Schedule a Call