1035 Annuity Rescue Plan
(A No Nonsense Way to Fix an Under-Performing Annuity)

When you bought your annuity, were you offered a great rate to start? What’s the rate now?

Like many annuity owners, you’ve probably seen your rates dwindled year after year if you have been paying attention to it. Have you?

Most Americans are pretty keen about making sure that they’re getting the best rates on their gas at the pump, bank CDs, credit cards, car insurance, and mortgages.

Yet, many of them don’t realize they can, and should, perform the same kind of competitive shopping on their existing annuities. They can save or make a ton of money by simply shopping for a better deal.

Did you know that you could easily trade-in your old, underperforming annuities for new ones that can better suit your needs, possibly without any out-of-pocket fees, risks, or taxes?

Here’s how. . . 

Through a tax-friendly strategy that actually works in your favor called a “1035 Tax Free Exchange”– so named for Section 1035[a] of the IRS code, you simply exchange one annuity for another.

Voila!

Through this 1035 Annuity Exchange, you do not have to recognize the earnings as current income. Therefore, you do not have to pay any taxes in the process. That means you can move your money to the most competitive plan you can find without sacrificing the benefits of tax-deferral.

To receive a 1035 Tax Free Annuity Exchange evaluation, click here and one of our annuity specialists will contact you promptly, or you may call us at (810) 714-9021.