I am doing my first 1035 exchange and wanted to get an idea on how the process works. I have a client that has a foresters whole life 25k with 25k in cash value. He has had it for over 10 years so I believe we would be using the cash value instead of cash surrender value? I'm not familiar with how the process works and trying to get some more info. Also I am going to be using the cash value for a single premium for 39k death benefit. Any help is appreciated. Thank you
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