Series 65: 3.7.4.6. 1035 Exchanges

Taken from our Series 65 Online Guide

3.7.4.6. 1035 Exchanges

Section 1035 of the Internal Revenue Code allows annuity holders to exchange one annuity contract for another without suffering any tax consequences. While 1035 Exchanges may seem like a great deal for the investor, representatives need to be s

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