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...
CEO Mitchell Caplan re-caps 2015 and looks ahead to the rest of 2016.
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.
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.
Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.
Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.
With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.
Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.