Because who you work with Matters
You Have The Ability
Because who you work with Matters
You have the Ability
Why I Understand What You Need
My story is not unlike many who experienced huge financial losses. After my 20 year marriage ended I was faced with the reality of complete financial independence. A fear I chose to avoid for far too many years, sacrificing my happiness for financial security.
I feared not having the day to day resources I was accustom to, not having enough money to invest for my financial future, and being unable to provide legacy funds for my children.
When avoiding divorce was no longer an option, I made the decision to settle our financial portfolio between the two of us and began the journey of life on my own. I went from a sizable six-figure household income living in my dream home, to one income navigating several investments that I was unsure of how to properly structure for continued growth.
This "defining experience" permanently changed the way I view finances, wealth, and retirement. I no longer take advice for fact, but look through the lens of my experience. Some of the advice I hear is good—but not necessarily the best—because it isn't complete and won't save you in rough financial seas.
I'm not shy to admit that now I don't follow the crowd with my money, and my advice to you is to stop following the crowd too. It’s not always the most popular thing to do—follow a less-traveled path. The “crowd” laughed when max-funded insurance was taught to protect themselves against stock market and real estate loss. But they gasped when they personally LOST MASSIVE AMOUNTS OF WEALTH in the market meltdown and real estate crash—and looked on as people following the advice here didn’t lose money due to the market decline.
Why I Understand What You Need
Grow
Legacy
Protect
It seems that when we gain influence, the naysayers come out of the woodwork. They simply hadn't walked in my shoes and learned the hard lessons I had. Because they didn't understand, my critics ranted and doubted insurance as a repository for serious cash. But during market crashes, these critics lost years of income and savings.
When I worked close with my clients to structure "A" rated max-funded IUL policies, none of them lost their retirement nest eggs, in fact, they didn't lose any principal whatsoever due to market volatility.
They watched the markets go down and the economy become sluggish but slept well at night, despite the financial turmoil all around them. Then when the markets turned around, they enjoyed the benefits of market growth and great rates of return. These strategies helped many people safely double their money tax-free!
Looking forward to speaking with you soon,
Naima Ka'i
Lead Advisor
Grow your wealth.
Cash value life insurance policies like IUL and VUL bundle lifelong protection and tax-efficient savings. You can access funds tax-free while still living via withdraws or loans to use for...
