If you want to update a cash-value life insurance policy or annuity, you may have heard of the 1035 exchange. This IRS provision, based on Section 1035(a)(3) of the IRS code, allows you to ...

You can make a tax-free 1035 annuity exchange. You can trade in an entire annuity or part of it for a better annuity at a different insurance company. A 1035 exchange lets you switch companies ...

Regardless of the reason, a 1035 annuity exchange offers a tax-free alternative to cashing in an unwanted annuity and using ...