If you're the type of person who says, "Show me, don't tell me," then you've come to the right place. This page of tools can help illustrate just how valuable our innovative flat insurance-fee variable annuity can be.
Compare annual insurance fees for Monument Advisor versus any other variable annuity over time. See how the savings could add to the growth of a portfolio, and what the break-even period could be if any surrender fees are applied.
Compare investing in a taxable account vs. a tax-deferred account. A well-planned flat insurance-fee variable annuity investment can help provide an income stream through the life of your retirement.
For financial professionals: create personalized, custom client proposals using one or more of the scenarios you generate with our Annuity Comparison Calculator. You can also set electronic alerts for upcoming surrender dates and client meetings.
Financial professionals may use our simple, one-stop "dashboard" to save, access and manage annuity comparisons, client proposals, alerts and applications for quick and easy access.
This short questionnaire analyzes investing habits and risk tolerance, and identifies investor types. This questionnaire is not intended to provide investment advice or any type of recommendation. Information for this survey was gathered from Ibottson.