Retirement Income Specialist
CurrentI specialize in designing company benefit plans that accomplish 4 design objectives:1. To Attract and Retain Employees by Offering Better Benefits2. Design a more Cost Effective funding method than Traditional Plans3. Design a Better Way to Fund Contingent Business Liabilities 3. Informal funding of Non-Qualified Deferred CompensationAttract and Retain Employees by Offering Better BenefitsKey employees are the lifeblood of your company and it is crucial to be more attractive than your competitors. Benefits are necessary to recruit and retain your best employees, but most companies offer essentially the same benefits as everyone else. How do you offer more and set yourself apart?Kai-Zen is a unique strategy that I utilize which allows you to achieve a competitive advantage by offering the best benefits, provide more protection, and potentially save more for employees’ retirement. Simply put, the Kai-Zen Strategy provides you with the extra funding to set yourself apart without having to increase your budget.More Cost Effective than Traditional PlansThe real reason businesses are not offering additional benefits to their key employees is cost. The Kai-Zen Strategy uses leverage to help cover the costs of the additional benefits needed to attract top talent. A Better Way to Fund Contingent Business Liabilities (Key Person, Buy-Sell Agreements, Succession Planning, etc.)Key executives leave for a variety of reasons which can leave a business scrambling to cover their loss. They can become disabled, develop a chronic illness, retire, pass away, or simply leave. A Better Way to Informally Fund Deferred CompensationKai-Zen is a superior way to informally fund Non-Qualified Deferred Compensation. For more information contact us for a consultation for your company.
