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While many high-income earners have permanent life insurance policies, annuities, long-term care products, etc., oftentimes, these products are not structured properly to use as an opportunity fund for growing investments? If this is your situation, it may be time to consider a tax-free 1035 exchange so that you can structure your money to work for you. In this week's episode, Christian and Rod break down the ins and outs of 1035 exchanges to help you know when you should consider using one to optimize your financial products.
By Money Insights4.9
226226 ratings
While many high-income earners have permanent life insurance policies, annuities, long-term care products, etc., oftentimes, these products are not structured properly to use as an opportunity fund for growing investments? If this is your situation, it may be time to consider a tax-free 1035 exchange so that you can structure your money to work for you. In this week's episode, Christian and Rod break down the ins and outs of 1035 exchanges to help you know when you should consider using one to optimize your financial products.

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