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 ...