Great News! We've Found a Good Strategy for You.| Some Good Strategies for You.
Based on what you told us we think the below NIW strategy would be a great option for you. The next step is to set up a time to speak to a licenced professional to learn more.
Tri-Zen® or Enhanced Split Dollar
Tri-Zen® and Enhanced Split Dollar are pre-tax benefit strategy that uses employer contributions and bank leverage to triple premiums into your cash accumulation life insurance policy (IUL), using the policy as the sole collateral for the bank loan.
Value Provided
- Truly one of the best and most tax-efficient incentive plans on the market
- 3x leverage increases the amount of cash available
- Money invested on the plan becomes an asset for the employer
- Typically 90% – 110% better return versus self-funded strategies
Required Qualifications
- C Corp and nonprofit organizations
- Under 65 in age
- Earning $200,000+ per year*
- Standard or better health if premium is paid by employer, $100,000 per year will be considered on a case by case basis