Download - Life insurance: What is a tax free 1035 exchange?

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Wealth-Building Made Simple

Business:Investing

Life insurance: What is a tax free 1035 exchange?

2022-04-25

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Podcasters: Jon Thurmond and Phillip Washington, Jr.

Life insurance has many benefits embedded in the tax code. Jon explains how the 1035 exchange allows insurance owners to transfer value from one contract to another contract without taxes.