Hey, guys. New to the site. I am an Insurence Only Producer and been selling FIA's for four years now. However, I came across something I do not know.
I have clients that are claiming their Mother's FIA. They want to roll it over, only, the daughter is in the middle of a California Bankruptcy. I know in the state of Arizona, everything would be peachy. But I do not know California Law.
Can someone know what the law states on inheritance money, Annuities, Inherited IRA's, and Regular IRA's for California?
She is in the middle of a chapter 13. Forgot to put that.
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I have clients that are claiming their Mother's FIA. They want to roll it over, only, the daughter is in the middle of a California Bankruptcy. I know in the state of Arizona, everything would be peachy. But I do not know California Law.
Can someone know what the law states on inheritance money, Annuities, Inherited IRA's, and Regular IRA's for California?
She is in the middle of a chapter 13. Forgot to put that.
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