It’s about to get easier to do a 1035 exchange with annuities

January 8, 2019 by Greg Iacurci

Insurance companies aren’t exactly known as pioneering when it comes to digital technology — most are entrenched in paper-dominated transactions with consumers and their financial advisers.

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“Maybe more bad actors would get missed,” Ms. Moore said.

Sheryl Moore, president and CEO of consulting firm Moore Market Intelligence, said it’s not surprising annuity firms would move toward digitization.

Originally Posted at InvestmentNews on January 8, 2019 by Greg Iacurci.