We generate tax-free, risk-free retirement income for our private and corporate clients through our proprietary Kai-Zen platform that combines financial leverage (a corporate rate bank loan) with the purchase of an equity-indexed universal life insurance contract. This arrangement will typically outperform qualified and non-qualified plans by 63-97 %. Our plans can be either standalone or structured as an employee benefit. Call us with any questions! My personal cell is 919-673-6537
Company Details
- Employees
- 1
- Founded
- -
- Address
- 322 Shepherd St, Raleigh,north Carolina 27607,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- bonefinancial.com
- Keywords
- Retirement planning, Money management, Tax planning, Medicaid and VA benefits qualification, The Kai-Zen Platform, VA Pension Consulting.
- HQ
- Raleigh, North Carolina
- Competitors
Horace T Bone, Phd, Founder Questions
Horace T Bone, Phd, Founder's website is bonefinancial.com
Horace T Bone, Phd, Founder's LinkedIn profile is https://www.linkedin.com/company/bone-financial-group
Horace T Bone, Phd, Founder has
1 employees.
View email and phone details for 1
employees at Horace T Bone, Phd, Founder.
Horace T Bone, Phd, Founder's industry is
Financial Services
Horace T Bone, Phd, Founder's categories are Financial Services
Horace T Bone, Phd, Founder's founding year is 1985
