Tag: 1035 exchange

June 26, 2014 by nina avery

Should I exchange my existing annuity for a new one? Read this first!

By Nina Avery, CFP® My partner and I were recently contacted to give a second opinion and explain a proposed annuity exchange to a confused consumer.  If you have been contacted to exchange your annuity please contact us for a second opinion at Nina@montanalifegroup.com or Troy@montanalifegroup.com.  We will be happy to evaluate your case and

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