5 Smart Investing Principles 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 A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. 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. 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.