Unlock Your Old Whole Life Policy: Using a 1035 Exchange to Fund Your War Chest

Are you a military retiree with an old whole life insurance policy? You might be sitting on an opportunity. In this video, we at US VetWealth will show you how to leverage a 1035 exchange to pre-fund an Indexed Universal Life (IUL) policy as part of our unique War Chest Strategy.

We'll walk you through a real-life case study that showcases the potential benefits of this approach, including increased flexibility and control over your financial future. This strategy isn't for everyone, but for those who qualify, it can be a game-changer.

Ready to see if this strategy could work for you? Schedule a FREE War Chest Appraisal with a US VetWealth consultant today.