If you’re an insurance agent or broker, and you want to learn how to effect 1035 tax-free exchanges for your clients, then you have come to the right place!
This site is sponsored by Life Solutions, a full-service independent Brokerage General Agency, specializing in traditional life insurance and annuities. Life Solutions has significant experience with 1035 tax-free exchanges, and can help an agent through the process, as well as help them with their due care on policy recommendations so that they always improve the situation of the policy owner.
Do you have a case? Do you want some help? Call us today (800) 680-5596!