When transferring a non-qualified Annuity to a new Equis carrier Index Annuity, you will need to use a 1035 Exchange Form.
A.
True
B.
False
2.
With IRA Transfer of Assets, there is no limit to how many times this can be done within a year.
A.
True
B.
False
3.
What is considered to be one of the more common types of annuity sales?
A.
IRA Rollover (401K to an IRA)
B.
Fixed Annuities
C.
Variable Annuities
D.
Fixed Indexed Annuities
4.
When moving a 403(b) from one account to another at the client's current employer, a representative of the 403(b) will have to sign off on the transfer AND the accepting custodian must also sign a form stating acceptance.
