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 ...

The Fresno Economics Oppprtunities Commission issued temporary layoff notifications on Monday to 1035 employees according to the WARN notification website.Thos ...

The process of using funds from an existing annuity to purchase another annuity is commonly referred to as an annuity exchange. If the funds being used are non-qualified (i.e. not held in something ...

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 ...