In many cases having the advantage of tax deferral means you'll be able to save substantially more dollars than with a traditional taxable account.
The key to meeting retirement income goals is to maximize accumulation by keeping costs low, protecting principal, and minimizing taxes. For only $20/month*, Our Retirement Income solution may help you do just that. Among the Monument Advisor variable annuity's 350+ investment choices, Jeff Nat offers direct access to the same strategies insurance companies use to create income guarantees and downside risk protection, but at a third to half the cost. Compounding that savings over time can potentially help build more reliable retirement income streams for your clients. More...
To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.
David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.