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Podcast: The Money Advantage Podcast
Episode: When Should You Use a 1035 Exchange with Life Insurance?
Description: Do you have a life insurance policy you’re concerned may not last, lacks guarantees, or may lapse, and you’re wondering how you could trade it in for a better model? The good news is that you have options, and you’re not stuck forever! Enter: the 1035 exchange. But, a strong word of caution: you need to understand what this entails and when it might hurt instead of help you.
https://www.youtube.com/watch?v=xzmzl8TkMDM
In this episode, Bruce and I discuss when you should use a 1035 exchange with life insurance. If you want to know the pr...