The title’s allusion to folk music is appropriate when you consider that the results achieved by exchanging coverage might be music to the ears of a lot of folks!
Not since the “flight to quality” during the 1990s have there been conditions in the economy and the industry that could serve as such strong possible motivation for policyholders to move coverage from their current carrier to another.
As always, compliance with IRC section 1035 can take the tax bite out of the process.
Call us with any concerns that may arise and also to help you find the best product to serve as your clients’ landing place for their next exchange.
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