JLM Wealth Strategies

THE FIFTH EDITION PODCAST
EPISODE 67: 1035 Exchanges and Infinite Banking

Real estate investors are familiar with the idea of a 1031 exchange that allows them to exchange like-for-like value from one real estate asset to another without paying capital gains tax. Similarly, you can exchange permanent life insurance polices using a 1035 exchange without creating a tax obligation.

While 1031 and 1035 exchanges are similar in spirit, because life insurance is an actuarial product, there are unique and significant tradeoffs that need to be considered when exchanging life insurance policies.

EPISODE 67 LINK:
https://www.thefifthedition.com/1035-exchanges-infinite-banking/

THE FIFTH EDITION PODCAST
EPISODE 65: What Problems Does Infinite Banking Solve?

On this episode, we talk about this and many other problems The Infinite Banking Concept solves. By having access to capital and being able to finance our own purchases and investments in a strategic manner, we kill many proverbial birds with a single financial stone.

EPISODE 65 Link
https://www.thefifthedition.com/what-problems-does-infinite-banking-solve/

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