1035 Exchange

Annuity Assessment

Rescue your client's old, expensive traditional annuity

Our licensed team of experts will evaluate your client’s annuity to determine if costs may be lowered significantly, or benefits improved with a tax-free 1035 exchange into a lower-cost variable annuity. Variable annuities on our fiduciary marketplace of solutions offer tremendous client value, transparency, and liquidity.

Request a Morningstar® comparison.

Fill out the form below with your info, and info about your client’s annuity. Your name and email address are required to complete the comparison.