September 20, 2023
DPL Acquires AnnuityFix to Boost Breakaway Advisor ProgramThe vision is to help breakaway advisors transition their legacy annuity business to a fee-based model.
July 25, 2022
Account Value Drop Cools Annuity Exchanges: Nationwide's Eric HendersonBut the executive says higher rates are already improving the guarantees issuers can offer.
March 31, 2022
1035 Exchange Rules: An OverviewA 1035 exchange can let investors defer paying capital gains and other taxes, but you must understand the rules.
January 14, 2022
5 States Where Switching Annuities Is RareThe NAIC has a tool you can use to monitor that indicator and others yourself.
April 17, 2019
Section 1035-Your Way Out of Obsolete Life Insurance TrustsA Section 1035 tax-free exchange can provide a tax-preferred way to obtain a life insurance policy or annuity.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
May 05, 1997
Is It a Rollover or 1035 Exchange?Your client is retiring. She has a 401(k) plan which is a group variable annuity. You advise her, based on her specific circumstances to place ...