What Is a 1035 Exchange? Definition and How the Rules Work

A 1035 exchange is a tax-free exchange of an existing annuity contract, life insurance policy, or endowment for another of like kind.

1035 Exchange: Know the Rules

1035 Exchange: What Every Investor Needs to Know

Rules For Tax Deductibility Of Long-Term Care Insurance

Using a 1035 Exchange to Buy a Better Life Insurance Policy

1035 Exchange For Annuities And Life Insurance (2023)

What Is an Irrevocable Beneficiary?

1035 Form - Fill Out and Sign Printable PDF Template

How a 1035 exchange can help with long-term care expenses

Should You Exchange Your Life Insurance Policy?

Annuity Transfer Rules: How to Avoid Tax Penalties - SmartAsset

What Is a 1031 Exchange?

1031 Exchange Rules 2023: How To Do A 1031 Exchange?

Employer-Owned Life Insurance - State Farm®