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Transferring your CD to a more competitive and tax efficient deferred Fixed Annuity is easy.

Simply submit the proper information below and an Edwards Financial representative will contact you directly to discuss your financial needs. Your representative will then be prepared to make an appropriate recommendation and the transfer process will be quick & simple.

Mr. Mrs. Ms. * - Required Field
*First Name
*Last Name
Address
City
State
Zip
*Telephone
*Email
Website (where applicable)
Amount of funds to be transfered
Please indicate your investment timeframe
Other requests/comments


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Your Edwards Financial Representative is an expert at life insurance and annuities, they are not attorneys or accountants. No legal advice or tax advice will be given. It is recommended that you always seek the advice of an attorney regarding estate planning documents or your accountant regarding tax advice.