The 1035 Exchange Extravaganza | Episode #23

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.  

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. 

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