"Buy, Borrow, Die": This is How the Rich Avoid Taxes

May 26, 2023  -  Unifirst Financial & Tax Consultants  -  News & Updates

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. 

Patrick Anderson

President & Managing Director

Unifirst Financial & Tax Consultants

205 Van Buren St, Ste 120, Herndon VA 20170

unifirstfinancialandtax.com P (571) 500-5155