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1035 Exchange

A 1035 Exchange allows you to move your money from one life insurance company to another without a taxable event. Please review the following information to determine if a 1035 tax-free exchange is right for you. We are also available to help you make a 1035 exchange or help you review your current annuity(ies) toll free at 800-944-7730. The following is a list of questions that we use to gather the appropriate information to determine if you should stay where you are or what your alternatives are for a 1035 exchange to a new annuity.

  1. If you have fixed annuities, what is the current interest rate and for how long is it guaranteed?
  2. If you have a variable annuity, how is it performing and is the investment advice you are receiving helping or hurting your overall performance?
  3. What are the remaining surrender charges (if any)? A 1035 exchange is free of cost and tax penalties if you don't have any surrender charges remaining on your current annuity(ies). Some annuities have no surrender charges like the ones that we share with you here at
  4. What are the safety ratings of your current annuity company? Insurance companies have safety ratings that help insure that you are with a good company. The major rating services that rate the insurance industry are Standard & Poors, A.M. Best, Moody's, Duff & Phelps and Weiss Research.

For a FREE, no obligation review of your current annuity policy by the Annuity Insider, go ahead and complete the form below. Find out if you are on the right path to accomplish your desired goals.







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Company carrying your
current policy

Is the policy

or Fixed

If fixed, what is your
current interest rate?


Month and year you purchased
the policy

What are your goals for these assets? (check all that apply)

Wealth Accumulation

Gifting to Reduce Estate Taxes

Saving for Retirement

Increasing Current Income

College Funding

Cutting Income Taxes

Insurance Protection

Preserving Estate for Children

To contact us:
Tactical Wealth Advisors, LLP
8226 Village Harbor Drive
Cornelius, NC 28031
Phone: 800-944-7730

This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact Thomas Harding at 800-944-7730 for information and availability.
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