Executive Benefits

Better benefits at a lower cost

All the benefits of Kai-Zen combined into a strategy we call

Protection you never thought
you could have
at a price you can afford.

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, offering even more enhanced benefits than 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 established tax code. The additional financing, however, makes it a game-changer in terms of benefits for highly compensated employees.

What are the advantages of Tri-Zen?

Lower Cost

Offering better benefits than defined-benefit or deferred compensation plans at a lower price

Attract Better Talent

Give your company an edge by providing benefits your competition doesn’t

Retain Key Executives & Employees

Provide valuable benefits so that your key employees will stay and not be hired away

Only five planned contributions from 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 who may participate in the plan

We built this strategy to help fund the difference between what we need to do and what we can do.

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

WHITEPAPER