[REPLAY] The Greatest Wealth Transfer! From Kai-Zen

Recorded 10/26/2023 

During this event, Grace Barnard, a renowned financial expert, will unveil the power behind using Kai-Zen as a tailored benefit to those considering annuities and those who wish to use their gift tax exclusion to pass on wealth to future generations.

Understanding the Kai-Zen Plan: Learn how it can boost your financial portfolio.

Maximizing Your Gift Tax Exclusion: Strategies to pass wealth to your loved ones tax-efficiently.

Building a Financial Legacy: Help secure your family’s financial future for generations to come.
Q&A Session: Get your burning financial questions answered by Grace Barnard.

This event is designed for both our valued clients and agents, and it’s open to the public, so feel free to share this event with anyone who may benefit from this valuable information.