Individuals & families
Regardless of where you are in life, there's probably a lot going on. Taking care of your financial needs may not be top of mind. That's where a Smart Living Financial professional can help.
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We use Cash Value Life Insurance as a Powerful Financial Engine through Smart Cash Accumulation Plans and Smart Protections with Living Benefits.
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Living Benefits are optional, no-additional cost, riders that can give you access to cash, while you are living, if you experience a qualifying illness or injury.
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An annuity allows you to deposit money with an insurance company that can earn interest and grow tax-deferred and which the insurance company will pay back with interest.
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Executives & business owners
Kai-Zen is unique fusion of Life Insurance and Premium Financing that provides additional benefits to executives and business owners.
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Tri-Zen is unique fusion of Life Insurance and Premium Financing that provides additional benefits to executives of C corps. and non-for-profit organizations.
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