Learn when and how to make a tax-free switch into a new life insurance policy or annuity if your needs change ...

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 ...

A reciprocal insurance exchange empowers policyholders to take charge of their coverage. Much like mutual insurance companies, reciprocals are owned by the people they protect — the policyholders. But ...

DARIEN, Ill., June 7, 2016 /PRNewswire/ -- LifeQuotes.com, the online life insurance exchange that offers instant quotes from 50 life insurance companies and allows customers to buy from any company ...

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 ...