Horace T Bone, PhD, Founder

Financial ServicesNorth Carolina, United States0-1 Employees

We generate tax-free, risk-free retirement income for our private and corporate clients through our proprietary Kai-Zen platform that combines financial leverage (a corporate rate bank loan) with the purchase of an equity-indexed universal life insurance contract. This arrangement will typically outperform qualified and non-qualified plans by 63-97 %. Our plans can be either standalone or structured as an employee benefit. Call us with any questions! My personal cell is 919-673-6537

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