Not Your Average Financial Podcast™
Episode 252: What is the 1035 Exchange?
In this episode, we ask:
- Are you stuck for your whole life?
- What if you had the option to take your business elsewhere?
- What about a poorly designed policy?
- What about a policy that was improperly designed?
- What is Section 1035?
- What about a tax free transfer?
- Do you know about the 1031 exchange?
- Do you have an in-force illustration on the IUL policy?
- Would you like to hear Episode 59, Episode 60 and Episode 61?
- Would you like to trade one product for another without any tax consequences?
- What about the cost basis?
- What about annuities?
- What about the fees in variable annuities?
- What about Mark’s experience?
- What about the unique characteristics of a properly designed Bank on Yourself type whole life policy from Episode 159?
- Would you like to meet with Mark?
- What about some examples?
- What about a single premium policy? Would you like to hear Episode 91?
- What about a modified endowment contract (MEC) policy?
- What about a tax-free exchange?
- What about retirement?
- What about moving from life insurance into an annuity?
- What about a guaranteed permanent lifetime income?
- What about the finite cash value?
- What about converting?
- Is a 1035 exchange possible with term insurance?
- What about term insurance conversions? Would you like to hear Episode 187?
- What about medical issues?
- What about a like-kind exchange?
- Does the insured need to be the same person?
- What about setting up policies on children?
- What about the power of compound growth?
- What about converting kids policies at age 18?
- What are the elements to consider?
- What are the pros?
- What are the cons?
- What will help you?
- Would you like to meet with Mark?
- Would you like to join the FREE Not Your Average Financial Community membership site?