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1. Any money or other non-like kind property (boot) received in a 1035 exchange in addition to the new policy does not qualify for non-recognition treatment and may result...
Hello Esteemed Members,
I have had a producer bring up two issues that I would very much appreciate any feedback this forum can provide.
1) Insurance Company has...
Just because you are moving to a Trusteed Cross Purchase Agreement it does not mean that there are no Transfer for Value issues. If you do a web search for Trusteed Cross...
State Farm Insurance Co
Lincoln Investment Planning Inc
Fleur De Lis Financial, Inc.
A contribution by Randy Kitzmiller CLU, RICP