Taxes are normally a snooze fest, but the 1035 Exchange has us excited! Find out how this form can help your clients switch certain policies without penalty. Listen to learn more.
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Resources:
4 Out-of-the-Box Long-Term Care Insurance Solutions: https://www.ritterim.com/blog/4-out-of-the-box-long-term-care-insurance-solutions/
4 Ways to Calculate Your Clients' Life Insurance Policy Needs: https://link.chtbl.com/ASG561
Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://link.chtbl.com/ASG506
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Identifying Ideal Clients for LTCi: https://www.ritterim.com/blog/identifying-ideal-clients-for-ltci/
There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/
What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://link.chtbl.com/ASG568
References:
26 U.S. Code § 1035 – Certain exchange of insurance policies (Tax Code 1035): https://www.law.cornell.edu/uscode/text/26/1035
The Pension Protection Act of 2006 and How It Still Helps Retirement: https://www.investopedia.com/articles/retirement/06/ppa2006.asp
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