It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | 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. Long-Term-Care Needs Determine your potential long-term care needs and how long your current assets might last. A Meal for All Generations When it comes to generational differences, knowing the facts can be difficult.