This strategy is widely available through the ability to buy max-funded Indexed Universal Life policies, borrow via tax-free participating loans, and die with an income tax-free death benefit. Clients who follow this strategy can significantly reduce taxes on growth, access, and transfer while also increasing personal and transferred wealth.
Contact us for your free Personal Wealth Report. We can assist you with this strategy in making the best decision about your financial future.
President & Managing Director
Unifirst Financial & Tax Consultants
205 Van Buren St, Ste 120, Herndon VA 20170