Life Insurance Policy Loans - The Ticking Bomblife_insurance_policy_loans-386111-edited.jpg

Were you aware that many policies with loans have the potential to create a taxable event? It is in your best interest to conduct a full policy review in order to uncover and correct a potentially dangerous situation. The following download will provide detailed information about:

  • What a section 1035 Exchange is
  • How it can benefit policyholders who are facing a potential negative income tax problem due to policy loans.
  • What the options are if the existing contract has an outstanding loan?

Please fill out the form to the right to download the Life Insurance Policy Loans - The Ticking Time Bomb white page.