Life Insurance HQ The Podcast
Life Insurance HQ The Podcast is focused on providing consumers and their advisors with information on all things life insurance. Listen as we discuss planning with life insurance for individuals, families, and business owners on a wide range of topics.
Life Insurance HQ The Podcast
Life Insurance 1035 Exchange
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Hosted By: Jason Mericle
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Season 1
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Episode 7
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.