1035 Exchange

Term Definition
1035 Exchange
A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange.

Phone

Office/Fax (805) 495-2157

Email

connect@rpa2000.com

Location

200 North Westlake Blvd
Suite 111
Westlake Village, CA 91362

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