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McIntosh Insurance & Financial Services



General Agent, Owner & President

1555 Palm Beach Lakes Blvd Suite 400, West Palm Beach, FL 33401


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Annuity Exchange


If you would like to replace an older type of annuity with one of the newer types of annuities that feature different, more advantageous benefit provisions . . . watch this short video to learn how you can easily exchange your old annuity for a new one without any tax liability.

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Exchange Your Annuity for a Better Contract



Thank you for taking a few minutes to watch this video, and learn about the valuable tax advantage and the economic benefit it explains. My business tries to help people save, grow and protect their money. So if you would like to learn more, or if you have specific questions, please let me know by filling out the form at the end of this video and sending me your request by email. To get more financial and "tax advantaged" information, visit us online at

Select Your Consumer Information Guide

Long-Term Care Planning

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