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Growing Focus on Annuity Exchanges – Fines are Levied, Regulations Updated

Steven D. McDonnell

Given that tax-free 1035 exchanges are widely acknowledged to be a large portion of annuity sales, we think it’s important for companies working in the marketplace to monitor how these exchanges are being perceived and treated by regulators, since shifts in policy may alter the course of VA sales and impact the overall health of the business...

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