4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content The Wild West of Data Theft Learn about cyber liability insurance in this entertaining video. 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. Assess Life Insurance Needs How to help determine life insurance needs to provide for your family after you pass away.