Tri-Zen® is a pre-tax benefit strategy that uses employer contributions and bank leverage to triple premiums into your cash accumulation life insurance policy (IUL). In this unique strategy the policy is used as collateral for the bank loan. These additional contributions greatly enhance the growth potential of your policy, providing more protection and benefits. Allowing for more flexibility in the event of an emergency (chronic, terminal, critical illness or death). Get up to 100% more supplemental retirement income compared to conventional retirement plans.
- One of the best tax-efficient incentive plans on the market.
- 3x available cash via leverage.
- Money invested becomes an asset for the employer.
- 90% – 110% return compared to self-funded strategies.
- 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.
Estate Planning Comparisons
Life Strategies gives individuals a way to finance life insurance premiums. Covering future estate taxes by allowing the client to pledge collateral instead of paying premiums.
|Strategy Name||Life Strategies||Multi-Gen||Premium Finance Rescue||Trust Revitalization|
|Benefits For You|