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Less expensive
with better benefits than defined benefit or deferred compensation plans.
All the benefits of Kai-Zen
combined into a strategy we call
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Flexible
TriZen is a financed Executive Bonus program that combines a pre-tax loan from the employer instead of a bonus/ benefit with bank lending to offer even more enhanced benefits than with the Kai-Zen plan.
Powerful
The employee receives substantially more benefits and the employer-lender reduces payroll costs while also creating an asset. It is a true win-win strategy using an established tax code. The additional financing however makes it a game-changer in terms of benefits for the highly compensated employees.
Attract better talent
Give your company an edge by providing benefits your competition doesn't.
Retain KEY
executives & employees
Provide benefits that are valuable enough for key employees to stay and not be swayed.
Only 5 planned contributions by an employer
Simple funding timeline.
can be 100% funded on day one
Want to fund the entire plan on day one? No Problem.
Discriminatory
An employer decides whom they would like to make the plan available to.
Download a white paper from the Tri-Zen CPA:
“The U.S. Tax Status of the Tri-Zen Program”
A memorandum from a former IRS employee and tax attorney.
Contact Us to Learn More
Executive benefit plans don't need to be complicated.
You have questions, we have answers.
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