If you’re holding an underperforming annuity contract, dealing with sky-high fees or just looking for an annuity that better suits your needs, a 1035 exchange could be your ticket to better terms ...

If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. This IRS provision, based on Section 1035(a)(3) of the IRS code, allows you to exchange ...

What Is a 1035 Exchange? A 1035 exchange is a feature in the tax code that permits individuals to transfer funds from an existing life insurance, endowment, or annuity policy to a new one without tax ...