If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. This IRS provision, based on Section 1035(a)(3) of the IRS code, allows you to exchange ...

If an exchange involves life insurance policies, the policies must be on the life of the same insured. Otherwise, the exchange does not qualify as a tax-free exchange under IRC Section 1035(a). 3 ...

Stranger-owned life insurance involves buying a policy on someone you don't know and is generally illegal. Learn why this ...

A 1035 exchange allows a tax-free exchange of a life insurance policy, annuity contract, long-term care product or endowment for another of a similar structure. This means that any gains or losses ...

Learn effective strategies to sell life insurance online, generate quality leads, and increase sales. Optimize your website ...

What Is a Reciprocal Insurance Exchange? A reciprocal insurance exchange, often referred to as a reciprocal interinsurance exchange, is a distinctive structure within the insurance industry. Unlike ...

The new healthcare law authorizes two types of exchanges for the sale of mandated healthcare policies. A federal exchange managed by the United States government and state exchanges managed by the ...

Pacific Life Insurance named its first chief information and digital officer as it aims to expand its technology capabilities in an industry that has rapidly evolved through the adoption of artificial ...