Q&A – 1035 exchanges

Question: Is there any third party information available about using existing life insurance or annuity policies to fund a Care Solutions policy?

Answer: Yes.  The piece that I like the most is produced by the American Association for Long Term Care Insurance.  The booklet, entitled Guide LTC Planning Using 1035 Exchanges.  I encourage you to take a look at this- the information is very useful and is unaffiliated with any carrier.

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