What’s a 1035 Exchange? Simplifying Tax-Free Swaps

Want to upgrade your life insurance or annuity without triggering a tax bill? That’s where the 1035 exchange comes in! It allows you to swap one insurance or annuity contract for another—completely tax-free—as long as certain conditions are met.

In this video, we’ll break down:
✅ What a 1035 exchange is and how it works
✅ What types of policies can (and can’t) be exchanged
✅ The key benefits—better coverage, lower costs, and tax savings
✅ Important rules and risks to watch out for

A 1035 exchange can be a powerful financial tool, but it’s important to do it right. Watch now to learn how to make the most of this tax-free strategy! 🚀

#1035Exchange #LifeInsurance #Annuities #Investing #WealthBuilding #FinancialPlanning

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.

Harbour Wealth Management Group, Inc. is a registered investment advisor. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services Offered Through Harbour Wealth Management Group Inc. is independently owned and operated.
Harbour Wealth Management Group, Inc
126 Seven Farms Drive, Suite 150
Daniel Island, SC 29492
Main: 843.377.8448
Direct: 843.377.8826
Fax: 888.330.1116
Email: martha@harbourwmg.com

Видео What’s a 1035 Exchange? Simplifying Tax-Free Swaps канала Money Minutes With Martha