1035 Exchange for Permanent Insurance

[Chad Olsen]

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!

[Jeff Nash]

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.