Understanding the 1035 Exchange: How to Switch Your Life Insurance or Annuity Potentially Tax-Free!
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YouTubeQuality of Life Planning®
Understanding the 1035 Exchange: How to Switch Your Life Insurance or Annuity Potentially Tax-Free!
If you have a life insurance policy or annuity that no longer meets your needs, a 1035 exchange could be a tax-efficient way to upgrade to a different policy—possibly without triggering taxes! In this video, we break down: What a 1035 exchange is What types of policies can be exchanged Why you might consider using a 1035 exchange Important ...
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