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Category: Markets and Investments

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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Are Indexed Annuities Right for Your Clients?

As your clients’ priorities evolve from outperformance to preserving retirement income, you may find that indexed annuities satisfy their changing objectives. Read this post to learn what clients will benefit best and how the indexed annuities work.

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