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Does Lincoln accept 1035’s with loans? Yes!

pdfNovember, 2010 –Do you have clients with an outstanding loan on an existing life insurance policy who still need the death benefit and want cash value, but are concerned about increasing policy cost? When a 1035 exchange makes sense β€” Lincoln LifeGuarantee Plus UL has loan rescue advantages

    Two of the most common questions I get regarding 1035 exchanges…and the answers to those questions:

  1. Does Lincoln accept 1035’s with loans? Yes.
  2. As I look at your entire suite of products, where to I start? LifeGuarantee Plus UL.

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