Repurposing Life Insurance with an Internally Split §1035 Exchange

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Join Shawn Britt, Nationwide’s Technical Director, Advanced Consulting Group for an insightful discussion on how to maximize your policy’s potential with Nationwide’s Internally split §1035 exchange.

Over time, a client’s financial goals may change. Policy reviews can help identify needed changes, and a §1035 exchange is a common tool used to remedy these situations. But sometimes the cash value can’t be easily exchanged due to §1035 regulations. Join Nationwide to learn how their Internally Split §1035 Exchange process can expand opportunities to use §1035 dollars to solve clients’ current financial needs.

• Rules applying to an IRC Code §1035 Exchange
• Commonly pursued ideas that will not work
• Using an “internally split §1035 exchange” to solve multiple needs
• Difference between an internally split §1035 exchange and a partial §1035 exchange
• Internally transferred qualified dollars