Linked Benefit Annuities and 1035 Exchanges

Linked Benefit Annuities and 1035 Exchanges

With today’s low interest-rate environment, linked-benefit annuities are used primarily in §1035 exchanges from traditional deferred annuities (see our §1035 information) or for people who are uninsurable. Linked-Benefit Annuity designs can vary widely, e.g.: They may...
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