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Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

February 07, 2019

DPL's Tim Rembowski takes you through a real case where he worked with a member advisor to save his client money through a 1035 exchange of an existing variable annuity into a lower-cost product while also solving for the client’s retirement income need. 

Real World Case Study: Solving for Guaranteed Income with a 1035 Exchange

DPL's Tim Rembowski takes you through a real case where he worked with a member advisor to save his client money through a 1035 exchange of an existing variable annuity into a lower-cost product while also solving for the client’s retirement income need. 

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DPL Financial Partners does business in the state of California as DPL Insurance Solutions
under California License #0M42434.

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