1035 Exchange Services
Maximize your retirement advantage with a 1035 Exchange.
There are many valid reasons why an investor would want to initiate a 1035 exchange to surrender a current annuity contract in favor of a new one. Motivations can range from access to higher interest rates, a change in your investment strategy, or maybe a new annuity has been created that seems to offer improved benefits or tax advantages over your existing annuity product.
While the process of a 1035 Exchange is not complicated, sometimes an investor might want one for the wrong reasons. If you are going to go through the process of upgrading an existing annuity, you owe it to yourself to ensure you get the best independent advice to maximize your personal advantages and security.
The Annuities Institute can provide many invaluable services in helping you get the most from your 1035 exchange. Our independent members excel at providing free evaluations on the widest possible range of annuity choices, providing helpful rate comparisons, and plain English reviews of how they differ from your current portfolio. This helps you ensure that any upgrade will be to a superior product, and that any shortcomings related to the creation of a new surrender charge period can be clearly evaluated against expected benefits.
Let a qualified planner and member of the Annuities Institute help you get the most from your annuity selection and 1035 exchange. For a friendly interview complete the form below, or call toll free 1-888-429-3070 to arrange a personalized telephone introduction with an experienced advisor near to you. |
