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  • Gerard J. Vanderzanden, CLU,ChFC

    RE: Question of Boot and Deductions

    Posted in: Financial Plannin...

    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...

  • Paul M. Rushmann, CLU,ChFC

    Question of Boot and Deductions

    Posted in: Financial Plannin...

    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...

  • photo not available

    RE: Transfer for value

    Posted in: Estate Planning

    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...

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Richard M. Weber, MBA,CLU, AEP

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Richard M. Weber, MBA,CLU, AEP

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    Lincoln Investment Planning Inc
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