dperhogan
Level 3
05-09-2024
05:28 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
As annuitant, I found the scenario online and wanted to find out if this is possible. My client hasn't asked insurance broker. I believe this type of transaction falls under a 1035 exchange but don't know if my scenario is possible. Reaching out to find the best option.