Kaizen is simply a concept allowing you to finance your IUL Policy’s premium.

You pay 5 annual premiums into your specially designed IUL policy, the bank matches those premiums and pays the next 5 premiums.

For high income earners over 100k.


Connect with Marc Hernandez:

LinkedIn: Marc Hernandez: https://www.linkedin.com/in/money-man-marc/
Marc@MAHFinancial.Biz
http://www.mahfinancial.biz
(956) 994-0407

Connect with Carlos Lopez:

LinkedIn: Carlos Lopez: https://www.linkedin.com/in/carlos-omar-lopez-9b4734167/
http://www.mahfinancial.biz
(956) 994-0407


Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Advisor. Sub-advisory services are provided by Simplicity Solutions, LLC, a SEC Registered Investment Advisor. Insurance, Consulting and Education services offered through MAH Financial.MAH Financial is a separate and unaffiliated entity from Simplicity Wealth.

2025-06-12T13:49:36+00:00June 10th, 2025|Podcast|

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