How to Help Save Your Client from an Unexpected Tax Burden - 1035’s and Mirrored Loans

Speakers: Cathy Neifeld

Year: 2019

During a policy audit you see that loans have been taken from the policy to pay for the premiums and/or to fund cash withdrawals. Those loans, combined with higher mortality costs, and high loan interest charges have subjected the policy to a potential unintended lapse. This webex will discuss how utilizing 1035 exchanges and mirrored loans can help you put your client in a better situation and reward you in the process.

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