Financial Advisor: Trust Company of America And Jefferson National Team Up On Product
Trust Company of America and Jefferson National are partnering to provide RIAs and fee-based advisors with access to low-cost, no-load, tax-advantaged investing solutions. The partnership is featured in a recent article in Financial Advisor Magazine, highlighting the many benefits of flat-fee IOVAs and quoting TCA CEO Josh Pace about the benefits of this new partnership.
The article notes, “While RIAs are typically skeptical of traditional annuities because of their high cost, Jefferson National’s Monument Advisor replaces asset-based insurance fees with a flat $20 a month fee.” The partnership will allow advisors to trade and rebalance efficiently and provide more investment opportunities and diversification.
To learn more about the partnership, read the full article, here.