Tri-Zen - An Innovative Employee Benefits Plan

Tri-Zen - An Innovative Employee Benefits Plan Tri-Zen is an incentive strategy, suitable for C Corporations and Not-for-Profit organizations, that benefits employee and employer in one of the most tax-advantaged manners available today.

The plan provides employers the ability to increase employee retention by offering them 60-100% more benefits, without increasing employer costs or adding liability.

This is accomplished by leveraging the use of a lenders money. The plans unique design and policy’s 0% floor provide the lenders the security to utilize policy contributions as the sole collateral for the loan. This means there are no participant loans, no credit check, no personal guarantees and no interest payments.

For more information or to receive an invitation to our Interactive Learning Information Assistant (ilia), where you can estimate your benefits, contact me directly at or schedule a few minutes to talk using my appointment calendar.

I look forward to hearing from you. - Dave