Agent Survival Guide Podcast

What You Need to Know About 1035 Exchanges ǀ ASG184

November 14, 2019



How does a 1035 Exchange work when you’re selling life insurance? Does using a 1035 Exchange make sense for your client? We’ve got the answers to these questions and more in this episode of the Agent Survival Guide Podcast.


Read the text version.


Mentioned in this Episode:


4 Out-of-the-Box Long-Term Care Insurance Solutions

Identifying Ideal Clients for LTCi

Life Insurance for Each of Life’s Stages ǀ ASG088

Pension Prevention Act of 2006 Becomes Law

Tax Code 1035


More episodes you’ll like:


4 Out-of-The-Box Long-Term Care Insurance Solutions | ASG182

Traditional isn't the only way to go when it comes to Long-Term Care insurance for your clients. We've got four non-traditional LTC solutions that just might do the trick. 

An Alternative Approach to Long-Term Care Planning | ASG145

Think traditional Long-Term Care insurance is the only way to cover your client's future LTC expenses? Show your clients a different way with linked-benefit Life/LTC policies.

Are You Offering Multiple LTCi Options? | ASG142

Ready to offer more Long-Term Care insurance products in your portfolio? Learn the benefits and distinctions of each LTCi option – and how these products can boost your sales.

The Increasing Value of Combining Life & LTC | ASG138

Do linked-benefit Life/LTC insurance products have a place in your portfolio? Find out why the market is ripe for these types of plans right now!


The latest from Agent Survival Guide:


Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies

November 10 marks the halfway point for the 2020 Annual Enrollment Period! If you’re selling Medicare products, now’s the time to reflect on your success during the first few weeks and recharge... (read more)

5 Major Things to Expect in the Medicare Advantage Market for 2020

Spoiler alert: With the way the market’s looking for 2020, we feel confident saying now’s a FANTASTIC time to be selling Medicare Advantage (MA) plans. Here’s why. The Kaiser Family Foundation (KFF),... (read more)

Why You Need to Make Time for Medicare Training (& Where to Find Great Resources!)

It’s the Annual Enrollment Period, the busiest time of the year if you’re a Medicare agent! More sales translate into more money. And we all know time is money, so the more... (read more)


Subscribe & Follow:


Apple Podcasts

Google Podcasts






Connect on social:







Play this podcast on Podbean App