FREE Guide: Understanding 1035 Exchanges

Frequently, the source of of lump sum premiums is existing policies
with loans.1035-exchange

We’ve discovered that many producers are unaware of some of the finer points around this type of transaction and the pitfalls they can represent.

Sponsored by one of our core carriers, this Free Guide breaks down the Top 12 Questions and Answers regarding 1035 exchanges, helping producers understand this tax-free exchange of life insurance policies.

Click here to download the FREE 1035 Exchange Guide now!

Misleading Guarantee Provisions in IUL Contracts FREE Reference Guide: Medicare Cost By Income Level