A flat fee of $20 a month is unheard of...Over time, this is a huge advantage.—Chicago Tribune, February 2006
Tools for strong, silent types...Like yourself.
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.
Annuity Comparison Calculator
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.
Tax Deferral Comparison Calculator
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.
Client Proposal Generator
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.
Advisor Dashboard
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.
Investor Profile Survey
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.
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An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. For a prospectus containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty. Jefferson National does not offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.
Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.
Form #: JEF-index-20070608