We are continuously amazed by Michael Lecours, CFP® and the fpPathfinder team and all they create. The financial plan is on track. The investments are set. Now what? Continue to show your value and engage with clients using our latest checklist! The What Issues Should I Consider When Doing A Section 1035 Exchange? checklist serves as a roadmap for navigating the complexities of Section 1035 exchange with clarity, so you can provide proactive planning solutions to your clients' most daunting questions. A Section 1035 exchange may be a viable option for clients, but following the complex rules can be a challenge. That’s where you step in to provide additional value to your clients' financial plans. This checklist covers important factors a client needs to be aware of when considering a Section 1035 exchange, such as: - What types of policies/products can properly be exchanged. - How one’s cost basis may affect their decision and the expected outcome. - How withdrawals and/or policy loans may affect the exchange. - Considering any grandfathered features/benefits, as well as surrender schedules, before making a decision. - And more! Become a member to get access to this guide and 100+ financial planning guides! https://lnkd.in/gr-WjSC9 #FemalesAndFinance #BetterTogether #FinServ #FinTech
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