Rescue Your Annuity
with Monument Advisor
from Jefferson National
We’re the people who
re-engineered the
variable annuity
Our MISSION
We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
Our GOAL
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
New in the Knowledge Bank
Eight Traits of Highly Successful Advisors
The advisor industry continues to evolve as innovation disrupts the status quo. For those who can evolve with the industry, there will be greater opportunities ahead. Jefferson National’s inaugural Advisor Authority study identifies “Eight Traits of Highly Successful Advisors” who are driving change in our industry.
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Nationwide Advisory Solutions Launches New Website Redesigned using Advanced Analytics and Artificial Intelligence to Meet Unique Needs of RIAs, Fee-Based Advisors and Clients they Serve
Enhanced Digital Advisor Experience Developed with Cutting-Edge Technology Stack Represents Key Integration Milestone with New Fortune 100 Parent