Principles of Preserving Wealth 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. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.