for America's Wealthiest Families

for America's Wealthiest Families

Learn more about the elite leveraging strategy Vincent Munno discussed and how it can minimize tax exposure and maximize growth potential.

Earn More. Keep More.

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  • Multiply your potential tax-free income by letting the bank fund your policy

  • Structure payments to maximize potential gift tax exclusions

  • Avoid potential tax consequences of liquidating assets to pay premiums

  • Fund key-person, buy/sell agreements and business succession plans

Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.


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