20 years ago, I sold myself two different permanent life policies. I now want to 1035 from one to the other and only hold the second policy. This should be a simple matter EXCEPT that Phoenix Life is no longer. Its owned by Nassau Re who has zero clue what they are doing. They are trying to tell me I can only exchange to an annuity from a life insurance contract.
Any suggestions on how to get this done?
Any suggestions on how to get this done?