Moving cash value into a new life insurance policy may seem like an automatic case for a tax-free 1035 exchange, but conventional wisdom can overlook important case-design opportunities. Explore how surrendering a policy and using a premium deposit account could improve coverage or income in certain cases, and what advisors should evaluate before recommending either path.
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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