Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Retirement Planning > Retirement Investing > Annuity Investing

Blue Frog Releases Annuity Comparison System

X
Your article was successfully shared with the contacts you provided.

A company has unveiled a tool for financial professionals who are trying to determine whether clients should replace their annuities.

Blue Frog Solutions Inc., Pompano Beach, Fla., says its new Annuity Replacement Evaluator system can analyze Section 1035 exchanges and qualified plan replacements.

The comparisons can enter data about the contract owner and the surrendered contract, then get information about the new product from a list provided by insurers.

Financial professionals can save the evaluation as a PDF file or print it out, Blue Frog says.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.