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Author: Keith Carravone

Variable Annuity Review

In many instances, variable annuities aren’t regularly reviewed in the same fashion as other investment holdings. Sometimes a review isn’t made for years. Read this blog post to find out more!

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When to Consider Making a 1035 Exchange

A 1035 exchange refers to the tax code provision that permits the direct transfer of funds in an annuity policy—as well as a life insurance policy—without the transaction being subject to taxation. This post will describe the pros and cons of a 1035 exchange.



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Variable Annuity History

The variable annuity has always offered long-term investment opportunities and life insurance protection, though the features and benefits have become increasingly more generous and complex as insurance companies competed to win investors’ dollars.

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