Unlocking Kaizen: How to Build Tax-Free Income and Transfer Wealth Without Debt (Ep. 20)
What if you could use other people’s money to grow your retirement income without taking on the risk yourself?
That’s the core idea behind the Kaizen strategy.
In this episode, Brendan Murphy sits down with Jeremy Bickler, CLU®, Vice President of Simplicity Life at Simplicity Group, to unpack how this unique leverage-based life insurance strategy works. With over two decades in finance and insurance, Jeremy explains how clients can amplify their wealth-building efforts while minimizing exposure, debt, or personal guarantees.
This episode is a must-listen for professionals with strong cash flow who want to explore innovative ways to supplement retirement income or enhance long-term wealth transfer.
What to expect in this episode:
- How Kaizen uses leverage to supercharge a life insurance retirement plan
- Why this isn’t your typical premium financing strategy
- Which types of clients and age ranges benefit most
- Real-world uses for Kaizen in business, gifting, and legacy planning
Resources:
Connect with Brendon Murphy:
Connect with Jeremy Bickler:
About our Guest:
Jeremy Bickler is VP of Sales of Simplicity Life at Simplicity Group. With over 20 years in insurance and finance, he’s a driving force behind the Kaizen strategy, making it easier for clients to grow, protect, and transfer their wealth.
Podcast: Play in new window | Download | Embed
Subscribe: Apple Podcasts | RSS | More