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.
Alternatives in the Monument Advisor variable annuity may enable you to create and manage client portfolios like the endowments. Manage risk and diversify client portfolios by allocating client assets to investments with low correlations to the broader market—the same kinds of liquid alternative investments typically made available only to institutional investors. Some large endowments like Harvard and Yale leverage alternative investments like these to protect their principal from market corrections and volatility. More...
Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used.
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.