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Tag: Using a 1035 Exchange to Move Policies

Life Insurance 1035 Exchange
February 9, 2023
Unless you peruse the IRS tax code regularly, you may not be familiar with the code sections 1035 or 1031.…

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Discover the 4 KEYS of any wealth protection plan and how they’ll empower your own course to design a plan that makes sense for your family.

Understanding Risk
Asset Protection
Estate Planning
Using Life Insurance Effectively

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I&E was founded by top estate attorneys with one goal, namely creating the most complete arsenal of resources on the web and amassing a team of top professionals to assist you in understanding and utilizing the ultimate asset. To that end, I&E exists to equip you with powerful strategies, utilizing properly designed cash value life insurance contracts, to accomplish your specific defined goals such as recapturing your money, gaining money momentum, pursuing intentional wealth building, implementing tax and retirement planning, and delivering long term legacy creation.

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Life insurance policies are not investments and, accordingly, should not be purchased as an investment. In addition, by using this website, I confirm that I understand and agree to the applicable Privacy Policy and Terms of Service. I understand that by calling the phone number above I will reach a licensed sales agent. 14362 N. Frank Lloyd Wright Blvd, Suite 2151, Scottsdale AZ 85260. InsuranceandEstates.com is a free information source designed to help find insurance coverage. We compile our data from multiple sources, which includes the government, non-profit and private sources. The rates and information displayed are for informational purposes only and should not be construed as advice, consult, or recommendation. For specific plan details and further information, contact carriers directly.Steven Gibbs is domiciled in Arizona. See the jurisdictions in which Steven Gibbs and our other agents are licensed, admitted or otherwise authorized to market insurance products and/or legal services to consumers. This website is provided by Steven Gibbs and Insurance and Estate Strategies LLC, an Arizona limited liability Company, in order to educate and inform the general public of the services we offer only. Due to Steven Gibbs active license as an attorney in Florida, this website may be interpreted to constitute attorney advertising. Submission of information to insuranceandestates.com or use of this website, does not constitute an attorney-client relationship with Steven Gibbs unless and until the terms of an attorney-client agreement are confirmed in writing.
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