Life Insurance Exam [National] 69 – Section 1035 Tax-Free Exchanges Explained
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. This episode covers content for the National Exam. In this episode you will learn: • The definition of an IRC Section 1035 tax-free exchange and how it defers tax on gains. • Which product swaps are permitted, including Life to Life and Life to Annuity. • The critical prohibited exchange from…
The skinny
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