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 » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future? Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? 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.