Not Your Average Financial Podcast™

Episode 252: What is the 1035 Exchange?

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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?

    • ...more
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