Achieve Greater Returns with 1035 Exchange Annuity Experts

Benefits of a 1035 Exchange

One of the primary benefits of a 1035 exchange is the ability to upgrade your annuity contract to a product that better suits your current financial goals. For instance, you might switch to an annuity with lower fees, better investment options, or enhanced features like guaranteed income riders. This flexibility can significantly improve your financial outcomes over time. Additionally, by deferring taxes on gains, you can potentially accumulate more wealth, as the entire amount continues to grow tax-deferred¹.