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Updated 3 months ago on . Most recent reply

Chad Olsen's profile image
Chad Olsen's profile image
Chad Olsen
  • Lender
  • from Morgan Hill, California
  • Member since Dec 17, 2015
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Chad Olsen's profile image
Chad Olsen's profile image
Chad Olsen
  • Lender
  • from Morgan Hill, California
  • Member since Dec 17, 2015
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Chad Olsen
  • Lender
  • Morgan Hill, CA
24
Votes |
55
Posts
Personal Finance

1035 Exchange for Permanent Insurance

Chad Olsen
  • Lender
  • Morgan Hill, CA
Posted

I have a Indexed Universal Life policy that is 7 years old. I'm learning that this may not have been the best move for me and my situation. Does anyone have any experience with doing a 1035 exchange between permanent insurance policies/companies? I could use some help finding a good intermediary and would love to hear what someone experienced/learned by going through this. Thank you!

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Jeff Nash's profile image
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Jeff Nash
  • Accountant
  • from McKinney, TX
  • Member since Jan 12, 2023
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Jeff Nash's profile image
Jeff Nash's profile image
Jeff Nash
  • Accountant
  • from McKinney, TX
  • Member since Jan 12, 2023
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Jeff Nash
  • Accountant
  • McKinney, TX
573
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389
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Jeff Nash
  • Accountant
  • McKinney, TX
Replied

Hi Chad, @Denver McClure and I are working with a client on a 1035 scenario right now and it is an easy process. I'll connect with you.

  • Jeff Nash
  • [email protected]
  • 844-627-4829
    • 1 Vote
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