Artwork for podcast Open Exam Prep
[Tax] 16, Insurance Policy Exchanges (Section 1035)
14th March 2025 • Open Exam Prep • Ran Chen
00:00:00 00:03:46

Share Episode

Shownotes

Allows tax-free exchanges of life policies and annuities, except annuity for life policy. --

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

--

More Exam Prep Content Visit: https://open-exam-prep.com/

Links

Chapters

Video

More from YouTube