Life Insurance 1035 Exchange
Feb 07, 2022•19 min•Season 1Ep. 7
Episode description
A life insurance 1035 Exchange can help existing permanent life insurance policy owners move their existing coverage to a new policy and preserve their cost basis and avoid paying ordinary income taxes on any policy gains.
The benefits of a 1035 exchange can help policy owners reduce premiums, increase coverage amounts without additional costs, improve existing policy terms, and potentially create future income.
Learn more about how a life insurance 1035 exchange works.
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