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    Exam 5: Health: Tax Issues in Life Insurance
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    A __________ Will Allow for the Direct Transfer of Money
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A __________ Will Allow for the Direct Transfer of Money

Question 17

Question 17

Multiple Choice

A __________ will allow for the direct transfer of money from a non-qualified annuity from one insurance company to another without incurring an IRS penalty or taxation.


A) 1031 exchange
B) 1035 exchange
C) ERISA exchange
D) TEFRA exchange

Correct Answer:

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