Seattle-area Advisor Roland Thompson is a CFP who works primarily with Boomer clients who value simplicity. Watch Roland explain how JeffNat offered him a simple way for clients’ non-qualified assets to leverage the accumulating power of low-cost tax deferral.
Watch Linda Lubitz Boone tell the story of her 'wow' moment when she uncovered a unique tool in Monument Advisor that has helped grow her practice by reaching new generations of clients.
See how JeffNat's service team earned Jessi Howe's trust and respect with dynamic service that saved her time, paperwork, and unnecessary headaches.
What happens to a client's investment when they are able to trade expensive, commission-based expenses for a low, flat fee? See how Jorge Padilla leverages Monument Advisor for cost savings and greater transparency.
With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.
Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.
ValMark's Michael McClary is a nationally-recognized manager of optimized ETF Portfolios. His firm has formed a unique partnership with Milliman to incorporate dynamically-managed hedging strategies directly within ETF portfolios. When deploying a tactical hedging strategy, McClary believes in the power of tax-deferral to enhance efficiency. Learn how Mr. McClary leverages low-cost variable annuities as a tax-deferred investing solution.
Steve Blumenthal of Capital Management Group says that 60/40 investing is no longer the optimal allocation. Using the approach of successful endowments like Harvard and Yale, Blumenthal illustrates a different approach: how to hedge against extreme tail risk—and then how to make it work more effectively using the tax-efficient frontier. Watch Steve discuss how CMG partners with Jefferson National to meet the demands of the marketplace.