See if you qualify for a 1035 exchange
Our free AI calculator analyzes your current annuity. Find a better rate and better terms with a tax-free 1035 exchange.
check my annuityAnnuity exchange calculator
Use our free calculator to find out how much you could save with a tax-free 1035 annuity exchange.
Three easy steps to a better annuity
Analyze your annuity with AI. Understand the key terms. Talk to a licensed advisor and explore better rates and benefits.
Analyze your current annuity to evaluate the rate and key terms
Review your annuity's rate, costs, and benefits so you can explore potential new options
Talk to a licensed advisor to find a better annuity that qualifies for a 1035 exchange
“Like magic”
Incredible way for clients to get up to speed, quick. It's like magic.
- Vincent N., Veteran Agent, Top 5 Insurance Company
Why consider a 1035 exchange?
With today's rates, you may be leaving money on the table.
A new annuity may offer superior benefits or investment options
You might find a policy with higher rates and lower fees
Completing a 1035 Exchange allows you to defer taxes on gains
© 2024 1035Exchange.ai