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The Tax Deferral Advocate's VA

"If you're an investor who bought and held the whole way, you have very little to show for it over the past 10 years," says Brad Sharp, VP and Director of Client Services for Braver Wealth Management. As a result, Advisors have found that investors, burned by several years of volatility, demand a more active approach. "They want to see someone taking action in the portfolio," says David D'Amico, Braver's President.

But how can advisors efficiently manage a more active trading discipline demanded of tactical strategies? Low-cost tax deferral is one answer.

FEATURING:David D'Amico, President, and Brad Sharp, VP and Directof of Client Services for Braver Wealth Management.

Learn how low-cost tax deferral and the broad fund choices across asset classes available in Monument Advisor help Braver execute their renowned Braver Tactical High Yield Program, among others. Download the Case Study now.

Pursuing Higher After-Tax Portfolio Returns: Using a Low-Cost Deferred Variable Annuity to Greatest Advantage

From Fidelity Investments

Fidelity finds that investors may benefit significantly from deferring taxes on investments that generate large distributions taxed at ordinary income rates, like short-term capital gains or certain types of interest and dividends. How? By replacing those tax-inefficient assets held in taxable accounts with suitable alternatives held in tax-deferred investment vehicles like low-cost variable annuities.

Download the white paper to learn how to optimize client portfolios for tax efficiency.

Tailor Made for RIAs

CPA Bill Morgan's training and experience allow him to approach client portfolios holistically. He sees a lot of egregious mistakes and mismanagement. Take variable annuities, for instance. "There's so much garbage out there, with people being sold things that they shouldn't have been sold," he says. "Plus the fact that it was always a commission-driven product. I always looked at VAs skeptically." To help his clients navigate today's tough market, Morgan needed a more efficient variable annuity. Where did he find it? Jefferson National.

FEATURING: Bill Morgan, CPA, PFS, President, Wealth Strategist Herbein Wealth Management and Tiya Lim, Director of Institutional Advisory Services, The Buckingham Family of Financial Services.

Learn how Jefferson National innovated "an ideal way for using annuities."

RIAs and Fee-Based Advisors say: Alternative Investments and Tactical Management Key to Navigating Current Market

More than 500 responses from participating advisors were collected online as part of Jefferson National's series of ongoing surveys addressing the issues that RIAs and fee-based advisors care about most. Detailed findings from this survey are listed in this data sheet.

Download this report to learn how alternative asset classes and tactical management are trending with RIAs and fee-based advisors.

Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most

By Lisa Shidler

Brooke Southall’s editor’s note reads: "Lisa did some interesting interviews with advisors who use annuities in spite of themselves. Maybe this is one of the first-ever interesting annuity articles."

FEATURING: Advisors Patrick Gingras, Todd Brand, Greg Aloia and Jefferson National President Laurence P. Greenberg.

Download the article and learn how Jefferson National changed the game for 1500+ RIAs who recommend the Monument Advisor variable annuity.