Exchange Your Annuity for a Better Contract
If you would like to replace an older type of annuity with one of the newer types of annuities that feature different, more advantageous benefit provisions . . . watch this short video to learn how you can easily exchange your old annuity for a new one without any tax liability.
Reduce the anxiety and apprehension of addressing the unknown and future needs of your child with challenges, disabilities and Special Needs. You will find the help you need to achieve your financial and lifestyle goals using our easy, affordable, and streamlined process – developed for families like yours. At Premier Estate and Income Planning, your goals are our goals.