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 » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. 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. Don’t Be Your Own Worst Enemy Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.