Ai Merchantry Wealth is an all-in-one wealth empowerment platform designed to help financial advisors deliver a seamless, client-first investment experience. Backed by a team of experienced professionals, advanced technologies, and ready-to-use marketing and sales tools, Ai Merchantry Wealth empowers advisors to provide personalized, institutional-grade investment strategies and integrated insurance solutions—creating a holistic financial journey rooted in trust, clarity, and impact.
Kai-Zen™ is a strategy that uses leverage to help fund an IUL insurance policy. Put another way, it is the "mortgage equivalent" for generating supplemental income distributions. We don't think twice about using a mortgage to purchase a better house than we could with our cash alone. Kai-Zen® is the same logic of borrowing to generate more supplemental income and is secured by a different asset.
By using the IUL insurance product designed in the unique Kai-Zen® way to accumulate cash, the plan allows the lender to lend on an asset that is even safer than lending on a house. Because the loan is safe for the lender, you are not the direct borrower of the loan, unlike a mortgage for a house. Statistically, the extra money contributed to the plan, gives participants 60%-100% more distributions later, compared to a self-funded plan.
Kai-Zen™ is a strategy that uses leverage to help fund an IUL insurance policy. Put another way, it is the "mortgage equivalent" for generating supplemental income distributions. We don't think twice about using a mortgage to purchase a better house than we could with our cash alone. Kai-Zen® is the same logic of borrowing to generate more supplemental income and is secured by a different asset.
By using the IUL insurance product designed in the unique Kai-Zen® way to accumulate cash, the plan allows the lender to lend on an asset that is even safer than lending on a house. Because the loan is safe for the lender, you are not the direct borrower of the loan, unlike a mortgage for a house. Statistically, the extra money contributed to the plan, gives participants 60%-100% more distributions later, compared to a self-funded plan.
Kai-Zen™ is a strategy that uses leverage to help fund an IUL insurance policy. Put another way, it is the "mortgage equivalent" for generating supplemental income distributions. We don't think twice about using a mortgage to purchase a better house than we could with our cash alone. Kai-Zen® is the same logic of borrowing to generate more supplemental income and is secured by a different asset.
By using the IUL insurance product designed in the unique Kai-Zen® way to accumulate cash, the plan allows the lender to lend on an asset that is even safer than lending on a house. Because the loan is safe for the lender, you are not the direct borrower of the loan, unlike a mortgage for a house. Statistically, the extra money contributed to the plan, gives participants 60%-100% more distributions later, compared to a self-funded plan.
Kai-Zen™ is a strategy that uses leverage to help fund an IUL insurance policy. Put another way, it is the "mortgage equivalent" for generating supplemental income distributions. We don't think twice about using a mortgage to purchase a better house than we could with our cash alone. Kai-Zen® is the same logic of borrowing to generate more supplemental income and is secured by a different asset.
By using the IUL insurance product designed in the unique Kai-Zen® way to accumulate cash, the plan allows the lender to lend on an asset that is even safer than lending on a house. Because the loan is safe for the lender, you are not the direct borrower of the loan, unlike a mortgage for a house. Statistically, the extra money contributed to the plan, gives participants 60%-100% more distributions later, compared to a self-funded plan.
At its core, wealth management is about more than just managing finances—it's about helping individuals, families, and business owners achieve long-term financial security and peace of mind. Guided by our unwavering commitment to integrity and education, we take a personalized approach that aligns with your unique goals and values.
