Series 6: 6.3.6. 1035 Exchanges For Variable Life Insurance Contracts

Taken from our Series 6 Top-off Online Guide

6.3.6. 1035 Exchanges for Variable Life Insurance Contracts

The IRS allows individuals to exchange their variable life insurance contracts with other variable life insurance contracts without suffering any tax consequences. This is called a 1035 Exchange. The individual can even exchange the variable life insurance contract with an annuity under a 1035 Exchange, but the reverse cannot be done.

+ Read More

More Series 6 Info

What are people saying?

Create an Account

Since you're reading about Series 6: 6.3.6. 1035 Exchanges For Variable Life Insurance Contracts, you might also be interested in:

Series 66 - 9.4.15. Indirect Violations

Series 53 - 2.5.5.10. Form G-37 Quarterly Reports

Series 24 - License and Jurisdictional Retention

Series 82 - 1.1.2.7. Private Investment in Public Equity (PIPE) Transactions

Series 66 - 4.4.4 Growth vs. Value Management

Series 28 - Audit

Series 24 - Clearance and Settlement: The Uniform Practice Code

Series 66 - Portfolio Management Techniques

Series 63 - 5.1.2 Commissions, Markups, and Markdowns

SIE - Currency Risk

Series 53 - Market Making

Series 63 - 2.1.2.3 The Registration Process

Series 66 - 4.3.1.3. Implications of the CAPM

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

Thank you so much for your great study materials! I have used you to pass my Series 6, 63 and most recently my Series 7 all on the first try. The practice exams and video lectures were great and extremely helpful. Will definitely be using your study material for any future exams and will recommend you to other people

Louis Orsatti, NY LIFE Securities, Boston, MA

Solomon Exam Prep did it again! I passed the Series 63! Now, I'm 3 for 3 - SIE, S6 & S63 - all first try- thanks to the amazing study material! The practice exams are phenomenal!

Candace Chavez, Cetera Investment Services. Wimberley, TX.

I utilized the Solomon SIE and Series 6 Top-Off study guide package. I passed on the first time by following the exact recommendations. While the test is different than the study exam questions it covers the content in a detailed way preparing you to successfully pass the exam. Great product and customer service!

Michael Gehrich, Allstate Insurance, Ft Myers, FL

I just took my SIE, Series 6 and Series 63 exams — I took them all on the same day (would recommend breaking them into separate days if you can, but I had specific work reasons I had to get them done). In any event, I PASSED all 3 exams. I used the Solomon materials and was extremely satisfied. Great study materials, I couldn’t have done it without your help. Thank you!

Glenn M., Detroit, MI

My sincere thanks and appreciation to the team at Solomon. I've used your materials to pass the SIE and Series 6, both on the first try, and today with your help, I have passed the Series 26 exam on the first try as well! Thank you for the excellent materials and assistance!

Kristina Ribali, MWA Financial Services. Ave Maria, FL

Well, I am back! Solomon did it again. I passed the Series 6. All of Solomons materials throughly prepared me for the passing of the SIE and the Series 6. Whose materials will I use for the Series 63? I am glad you asked. I must say it will be Solomon Exam Prep. Thanks again, Solomon your study materials are the best!

Leanene Carriere. Houston, TX