A Smarter Way for Business Owners to Grow and Protect Wealth — Tax Efficiently

At Tri-Life Wealth, we help business owners and professionals design strategies that balance growth, protection, and tax efficiency. Learn how to use Indexed Universal Life (IUL)—and, where appropriate, premium financing—to build tax-efficient assets outside the business while preserving liquidity.

Learn:

• IUL vs. 401(k)/SEP/brokerage: tax and performance differences
   
• Cash-value access without triggering new taxable events
   
• Premium financing explained: structure, benefits, and risks
   
• Case study: funding at scale while keeping working capital intact
   
• After-tax growth charts
   

Who this is for?
Entrepreneurs and high-income professionals seeking tax efficiency, capital preservation, and optional leverage for advanced planning.

Mini-FAQ:

• Why IUL vs. brokerage? Market loss protection + tax-advantaged access.
   
• Is premium financing right for me? Typically for net worth $5M+, strong cash flow, and long horizons.
   
• What are the risks? Interest-rate and performance risk, collateral requirements—must be monitored.
   
• Can this help with retention/estate needs? Yes—works for executive benefits, buy-sell, and estate liquidity.

For educational purposes only; not legal, tax, or investment advice.