Monument Advisor ebook
Flat is beautiful.®
Monument Advisor: Insights, Answers & Benefits Imagine a no-load, Investment-Only Variable Annuity (IOVA) that provides greater potential accumulation, total transparency and the most underlying funds in the industry across all asset classes. That’s Monument Advisor from Jefferson National.
Inside ANNUITY RESCUE: How a tax-free 1035 exchange can rescue your clients’
retirement assets from unnecessary fee drag.
ASSET LOCATION: How a simple asset location strategy that leverages our
low-cost IOVA can potentially add 1-2% of additional performance every year.