New Investor World, based in Plano, TX, specializes in estate planning, retirement planning, and business planning for high net-worth individuals and high-income earners. Their unique leverage strategy, backed by some of the largest financial institutions in the country, aims to sustainably enhance clients' financial situations while reducing out-of-pocket costs.
With a focus on client-centered solutions, NIW offers a range of strategies such as the Kai-Zen Tri-Zen Leveraged Savings Plan and Premium Finance Rescue to help clients pass down wealth, protect assets, and address key business issues. Committed to changing the culture of the life insurance industry, NIW aims to provide sustainable financial solutions for generations to come.
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