Letter From Our President

Letter From Our President

Letter from our President May 5, 2020 Letter from our President: On behalf of everyone at Newcleus. We hope this letter finds you healthy and well as our nation continues to forge ahead in these unprecedented times. With portions of the country beginning to reopen,...

1035 Exchange to SPIA

1035 Exchange to SPIA (Single Premium Immediate Annuity) and BOLI Optimization 1035 Exchange to SPIA: A relatively uncommon type of 1035 exchange has become the talk of the town in the BOLI market. Typically when we think of a 1035 exchange, it’s a transaction that...