Wednesday, September 03, 2008
Is It Time to Recommend a 1035 to Your Client?
If an adviser’s clients have an insurance policy or annuity that no longer meets their needs, the advisor and clients may want to explore the idea of replacing that policy using the Section 1035 exchange.
Is It Time to Recommend a 1035 to Your Client?
Source: Insurance News Net
Is It Time to Recommend a 1035 to Your Client?
Source: Insurance News Net
Permalink posted by armandn @ 7:46 AM 
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