If you move forward with LifePro, get contracted with Allianz and LSW, and sign the NIW selling agreement, you unlock your access to the ILIA platform, illustrations, marketing materials, webinar and seminar powerpoints, and more.
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Scale Your Business with Premium Finance!
The level of sales and marketing support you'll get from NIW, the Kai-Zen strategy, and ILIA sales platform can help your practice be more adaptive, efficient, and innovative than ever before.
Are you new to premium finance?
Differentiate yourself from traditional premium finance plans and grab prospects' attention faster by using Kai-Zen and leverage to provide more benefits to a wider pool of high-net-worth individuals.
Want to speed up your existing process?
The ILIA platform can compress the client portion of the process to less than 15 minutes and help you stay in constant communication with the client to overcome objections and increase the close probability.
Want to efficiently explain leverage to clients?
Use the latest technology and marketing concepts to demonstrate how the Kai-Zen plan works compared to a self-funded IUL and allow your clients to understand and purchase your products more easily online.
What Are the Benefits of the Kai-Zen Plan, Leverage, and Premium Finance?
Massive Untapped Market
11.3 million U.S. households make over $200K annually and are seeking alternative solutions to save and grow their money - a target premium opportunity of $8.4B.
Limited Competition
There are a lot of small-face premium finance platforms out there, but Kai-Zen is the only hybrid financing plan where your client does not have a direct relationship with a lender.
Retirement Solutions
Annual Policy Reviews
After the client has purchased, the ILIA service module will care for the client over their lifetime, reselling and cross-selling where needed and servicing throughout the lifecycle of the entire plan.
Address clients' concerns about not being able to save enough to reach their goals by not only addressing market and tax risks but having a plan of attack for addressing capital risk.
