Life Insurance Policy Loans - The Ticking Bomb
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.