Barron’s Names Jefferson National’s Monument Advisor to List of Top AnnuitiesFor a second consecutive year, Jefferson National is named in Barron’s list of Top 50 Annuities for flat-fee VA with most alternatives.
Louisville, KY—July 21, 2014—For a second consecutive year, Jefferson National is named in Barron’s list of Top 50 Annuities. Jefferson National’s Monument Advisor, the industry’s first flat-fee variable annuity, was ranked as a top variable annuity with alternative investments.1 This variable annuity category evaluated contracts that offer both traditional and alternative investment options.
“As tax rates remain high and interest rates consistently low, investors are looking to their advisors for sound solutions that address both variables while maximizing savings. Particularly when it comes to generating long-term income for clients, we are committed to helping advisors meet these unique challenges,” said Mitchell Caplan, CEO of Jefferson National. “As innovators of the industry’s first investment-only variable annuity, we are thrilled that Barron’s has recognized Monument Advisor and Jefferson National for the value we provide for our network of nearly 3,000 advisors.”
To determine the top 50 annuities, Barron’s used basic assumptions, including an investor’s age and the size of the investment. Despite having the highest sales in the industry, no variable annuity with guaranteed benefits made the list.
Monument Advisor, a variable annuity built for tax-efficient investing, offers close to 400 traditional and alternative investment options, helping RIAs and fee-based advisors provide solutions for their clients. After maxing out qualified plans, including IRAs and 401(k)s, low-cost variable annuities like Monument Advisor are a good way for advisors and their clients to invest more on a tax-deferred basis, which can add 100 bps or more to an investment.2
1Alternative products typically hold more non-traditional investments and employ more complex trading strategies, including hedging and leveraging through derivatives, short selling and opportunistic strategies that change with market conditions. Investors considering alternatives should be aware of their unique characteristics and additional risks from the strategies they use. Like all investments, performance will fluctuate. You can lose money.
2The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, by David Lau, Jefferson National, June 2010.