Company Performance Metrics
Retirement Gap Solutions provides planning services that use life insurance to address retirement income needs, tax exposure, and wealth transfer goals. The company designs Kai-Zen plans that apply bank leverage to cash value life insurance to increase retirement savings potential for individuals and key employees. It advises employers on using
Kai-Zen structures to recruit and retain talent by enhancing supplemental retirement and protection benefits. Retirement Gap Solutions also offers the Qualified Leverage Strategy, an exit strategy for retirement plans aimed at reducing the income tax impact on future plan distributions. Through these programs, it supports clients in creating tax-advantaged income streams and repositioning assets for retirement, heirs, and charitable beneficiaries.
