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What Is a 1035 Exchange?

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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Annuity Comparison

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.