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Monument Advisor

The industry’s first flat-fee variable annuity.

Designed to deliver value to RIAs, fee-based advisors and investors.

The Lowest Fee
$20
Per Month More
Flat Fee
The Most Choice
350+
Investment More
Options
Powerful Platform
Aggregation
Without
Aggravation
Open, Flexible More
Architecture

Lower fees, greater accumulation

$96,650 Less Fees

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?

Client Needs

CALL US 866.667.0564
Let us help identify the right solutions for your clients.

One Contract, Multiple Strategies
Our powerful Account Management platform allows advisors the flexibility to manage a portion of client accounts in one or more MAx Models, and the rest in a custom portfolio.

To support your firm growth, we reached out to industry experts to learn practical, proven strategies in which Monument Advisor helps deliver greater value to their clients.

Place your INVESTMENTS IN MOTION

Create a MAx MODEL Create a PORTFOLIO

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.

Fee Management

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.

Forms & Literature

See the power of Monument Advisor for yourself

Deliver your clients greater value today with our tax-advantaged investing solution.

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