Horace T Bone, PhD, Founder Employee Directory

Financial ServicesNorth Carolina, United States0-1 Employees

Horace T Bone, PhD, Founder operates in the financial services sector from Raleigh, North Carolina. The firm offers a retirement income strategy that uses a Kai-Zen platform to combine a corporate-rate bank loan with the purchase of an equity-indexed universal life insurance contract, with the aim of delivering tax-free, risk-free retirement income for private and corporate clients. The approach is presented as potentially outperforming traditional qualified and non-qualified plans, and its structures can be standalone or arranged as an employee benefit. The business appears to target individuals and organizations seeking long-term retirement solutions, positioned within financial planning and life insurance–based strategies. The company is based in Raleigh and identifies as a small operation, with a founder-led structure. }

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