The industry’s first flat-fee variable annuity.
Designed to deliver value to RIAs, fee-based advisors and investors.
Lower fees, greater accumulation
This hypothetical illustration is based on a contract size of $224,355 (our average contract size), Monument Advisor's $20/mo fee, M&E fees of 1.35% for the average variable annuity (source: Morningstar® 12/12), and an assumed growth rate of 6%. Estimated annual savings and accumulation assume the contract value grows at the assumed growth rate, and excludes any differences in underlying fund charges. The values shown do not reflect the deduction of underlying fund charges. If included, the values would be lower than those shown. Please compare the fees charged by underlying funds in your current annuity versus those charged by Monument Advisor prior to purchasing Monument Advisor.
How will you use Monument Advisor?
Get under the hood
Integration and Account Management
You want a clear look across all your investments in one place. No data entry. No complications. We provide automated asset and account aggregation through DST FanMail, DST Vision, DTCC and NSCC.
Our breakthrough fee management tool gives you the power to handle your management fees the way you want. Set it up once and forget it, or take a more active approach.