What You Need to Know About 1035 Exchanges

Agent Survival Guide Podcast

English - February 03, 2024 09:17 - 10 minutes - 13.9 MB - ★★★★★ - 39 ratings
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Taxes are normally a snooze fest, but the 1035 Exchange has us excited! Find out how this form can help your clients switch certain policies without penalty. Listen to learn more.

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Resources:

4 Out-of-the-Box Long-Term Care Insurance Solutions: https://www.ritterim.com/blog/4-out-of-the-box-long-term-care-insurance-solutions/

4 Ways to Calculate Your Clients' Life Insurance Policy Needs: https://link.chtbl.com/ASG561

Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://link.chtbl.com/ASG506

Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365

Identifying Ideal Clients for LTCi: https://www.ritterim.com/blog/identifying-ideal-clients-for-ltci/

There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560

The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://link.chtbl.com/ASG568

References:

26 U.S. Code § 1035 – Certain exchange of insurance policies (Tax Code 1035): https://www.law.cornell.edu/uscode/text/26/1035

The Pension Protection Act of 2006 and How It Still Helps Retirement: https://www.investopedia.com/articles/retirement/06/ppa2006.asp

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