article_search

Search Articles:

Product Finder

Search for products that match of these criteria:

 + Add row
Price:

Practical Perspectives: Key financial issues for you and your family – Exchanging a life insurance policy — tax-free

$225.00

SKU: TREam154. Category: .

Description

Abstract: In this issue’s “Practical Perspectives,” “Margaret” has had a permanent life insurance policy for years but now wants to get rid of it because of unappealing features and the poor financial standing of the insurer. Her financial advisor suggests that, rather than simply cash out, she might execute a tax-free “1035 exchange” of the policy for a better one.

Additional information

Year

Niche

Newsletter

Issue

Word Count