Nahum Daniels, CFP® RICP® on LinkedIn: Take advantage of the new rules for 529 plans - we will walk you through… (2024)

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Reach out for tips on how to take advantage of AI’s benefits and protect yourself from the risks.

1

Ever worry about alien abductions? Probably not. But what about a future with more money, more protection, and more confidence? That’s where Kai-Zen comes in. Like an interstellar insurance plan for your finances, Kai-Zen isn’t science fiction—it’s your best defense against the unknowns of the future. Ready to believe?

Your cost of living is soaring, but now is your opportunity to supplement your retirement. Don't get caught off guard. If you are a high-income earner and in good health, you have access to accounts that the uber-wealthy have been quietly managing for years. Dreams without a plan, are only dreams.See how you can access more money. More protection. More confidence.

"GameStonk" does it again. The recent 154% surge in GameStop stock, driven by meme trading, exemplifies the extreme volatility in today’s market. This unpredictability highlights the need for a stable, well-thought-out financial strategy for your future and your loved ones. We need more money. More protection. More confidence.Kai-Zen offers a strategic approach to help overfund a cash-accumulating life insurance policy, enhancing its potential growth without the risk of market losses, which can be a valuable additional supplement for retirement. The added protection leverage affords provides a foundation of stability amid market fluctuations.Here are several key advantages of incorporating Kai-Zen into your financial plan:**Stability:** Kai-Zen is designed to enhance the policy's potential growth while remaining unaffected by market volatility, **Tax Benefits:** It offers tax-deferred growth and includes options for tax-advantaged withdrawals.**Enhanced Benefits: **Combining premiums with bank financing, Kai-Zen has the potential to amplify the policy’s performance!Kai-Zen aims to enhance the protection features of your policy while striving to deliver more potential accumulation than you could achieve without leverage and without the need to engage in higher-risk investments like meme stocks. Embrace a balanced strategy with Kai-Zen and plan for financial stability no matter the market conditions.

Did you know only 4% of retirees are truly 'living the dream'? It’s time to change the norm. If you’re earning over $200,000 a year and are in good health, you’re perfectly positioned to enhance your plan.With Kai-Zen, you don't just save; you use your savings in conjunction with the smartest leverage on the market. We offer a financial strategy that amplifies your savings through intelligent leverage, providing tax advantages, protection for your family, and the potential for significant retirement income. Why settle for less when you can optimize your future? Explore how Kai-Zen can transform your financial landscape.Source https://buff.ly/4dEw8TS

Discover why Kai-Zen is trusted by medical professionals for comprehensive protection and long-term planning. With a track record of safeguarding the financial futures of countless doctors, Kai-Zen offers tailored solutions that align with the unique needs of medical professionals. Hear directly from Dr. Amy Wechsler and learn why Kai-Zen is her choice for financial security here:https://buff.ly/4bvQmxnLearn more about how Kai-Zen can benefit you and your family today!

Kai-Zen can provide up to 3x additional funding for your financial future that can be used to help supplement your retirement savings, preparing you for what’s ahead.Kai-Zen isn’t just about building wealth; it’s about protecting it too. With its significant death benefit protection, you ensure that your legacy is safeguarded, offering peace of mind to you and your loved ones.

Don’t leave your family’s future up to chance. Leave it to Kai-Zen.With Kai-Zen, you can add up to 3x more capital to your plan. This allows for up to 60 - 100% more benefits for you and your loved ones, even after you are gone.

1

Ever felt the sting of taxes eating into your hard-earned income? It’s a common pain point for high earners, but there’s a smarter way forward. With Kai-Zen, you’re not dodging taxes – you’re paying them. Then a plan that helps you potentially re-earn the value in retirement, tax-free!