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

Exchanges, replacements made easier

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

A new tool from Blue Frog Solutions, a technology solutions provider and business processing outsourcing firm, will make it possible for advisors to analyze and evaluate annuity 1035 exchanges and qualified plan replacements more easily.

The Annuity Replacement Evaluator, a hosted tool for advisors, uses advisor-entered contract data and carrier-provided new-product information to compare and print annuity replacement evaluations. Advisors can save the evaluation as a PDF file and print the documents for historical use. The comparisons and evaluations will also help advisors comply with FINRA Rule 2821 regarding exchange and replacement documentation.

For more information, visit www.bluefrogsolutions.com.


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.