5 Smart Investing Strategies The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.