Attract, obtain, and retain key employees
and secure your business success!

Part of the duties of being a concerned Business Owner is to your employees’ well-being and happiness. Your major responsibilities are to attract, obtain, and retain key employees. The question to ask yourself to ensure your responsibilities are met is, “How are you standing out versus other companies (besides offering a higher salary)?” Work-life balance is standard, and so is medical, dental, disability, and vision.

Highly sought-after employees, who may be your current or future key-employees are intelligent – meaning they know how much they are worth and desire to be compensated accordingly. How are you attracting, obtaining, and retaining these employees?

Vesting periods work great but unfortunately it’s not enough to keep good and hard workers in this economy. A major group of the workforce is made of millennials and statistics show they swap jobs every 3 years. Studies have shown that employees have a higher retention rate when they feel like their company has strong benefits and values. We have the programs that not only can be tax-advantageous for you, the business owner, but exponentially greater for the employee. One example of a defined benefits plan is our 5-Pay Retirement Plan, aka KaiZen / TriZen.

With these unique programs, you will stand out from the rest of the pack. You will be able to help your employees save and create a tax-free retirement income, plan for generational wealth, and provide an immediate estate. Through our experience with major organizations and associations across the country – we have identified these are the benefits that create longevity and loyalty within companies.

YOur Benefits

  • Complimentary Personalized Financial Consultations To All Employees
  • Financial programs that leverage 3rd party lenders to match up to $3 for every $1 of contribution
  • Tax-Free Retirement Income
  • Downside protection against market volatility
  • Immediate estates ranging from $500,000 to $15,000,000
  • Chronic Illness, Critical Illness, Critical Injury, and Terminal Illness protection 
  • Proven methods and strategies to increase employee retention
  • And much more…

But don't just take our words...

Things To Consider

  • Traditional 401k is outdated and not as beneficial for employees due to rising tax rates and volatility of the market
  • Studies have shown that company’s vesting period in 401k does not deter employees from leaving employment
  • Average 401k total contributions are not enough to allow employees to retire by 60 years old
  • Only 30% of workers have dedicated financial planners while the rest rely on company sponsored retirement plans
  • Retirement plans often get drained in the event of financial and medical emergencies leaving $0 for retirement
  • Approximately 50% of all foreclosures and bankruptcies are due to medical debt and emergencies
  • Average men and women are living longer and need to plan out for 25+ years in retirement

tESTIMONIALS

Take control of your retirement

Schedule a complimentary consultation (valued at $399) to see if this amazing KaiZen/TriZen Retirement Plan is right for you.

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