Get Smarter

“Retirement Income” might be the two most important words to the 10,000+ baby boomers that reach retirement age every single day. For the people that plan to retire soon or in the future, Retirement Income is a focus and the ultimate goal for most hard-working Americans.

There's only one reason that someone would 1035 exchange their policy. It's if the policy that they're going into is better contractually than the one that they're leaving. It's that simple.

To answer that question, I need to know some information. First, you're going to have to tell me what you're trying to achieve and then we're going to get to the specific product types.