Annuity Transfer Tips

A few things to keep in mind.

Many clients have multiple retirement savings accounts at different companies. When they buy a Single Premium Deferred Annuity (SPDAs), like Income Driver or Zenith Growth, they often ask if they can transfer money from multiple accounts into the SPDA. 

At National Life, that’s no problem! We allow up to 90 days for additional premiums to be transferred after the policy is issued.