What is the exact process for executing a section one thousand thirty-five tax-free exchange from an older permanent life insurance policy into a modern indexed universal life product?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What is the exact process for executing a section one thousand thirty-five tax-free exchange from an older permanent life insurance policy into a modern indexed universal life product?
3 real searches · 1 real-search pass
IRS Internal Revenue Code Section 1035 life insurance exchange rules policyholder transfer basis outstanding loan MECGoogle ↗
OBSERVED
IRS Publication 525 section 1035 exchange life insurance policy tax-free exchangeGoogle ↗
OBSERVED
NAIC life insurance replacement regulation 1035 exchange consumer disclosure replacement policyGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
IRS Internal Revenue Code Section 1035 life insurance exchange rules policyholder transfer basis outstanding loan MEC Google ↗
IRS Publication 525 section 1035 exchange life insurance policy tax-free exchange Google ↗
NAIC life insurance replacement regulation 1035 exchange consumer disclosure replacement policy Google ↗
- U.S.C. Title 26 · govinfo.gov
- 26 CFR § 1.1035-1 - Certain exchanges of insurance policies. | Electronic Code of Federal Regulations (e-CFR) | US Law · law.cornell.edu
- 69O-151.202 : Requirements - Florida Administrative Rules, Law, Code, Register · flrules.org
- 69O-151.010 : Approved Forms - Florida Administrative Rules, Law, Code, Register · flrules.org
- Internal Revenue Bulletin: 2026-31 · irs.gov
- Federal Register :: Information Reporting and Transfer for Valuable Consideration Rules for Section 1035 Exchanges of Life Insurance and Certain Other Life Insurance Contract Transactions · ltnr.ca
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS Internal Revenue Code Section 1035 life insurance exchange rules policyholder transfer basis outstanding loan MEC OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Publication 525 section 1035 exchange life insurance policy tax-free exchange OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
NAIC life insurance replacement regulation 1035 exchange consumer disclosure replacement policy OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |