Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. other variable annuities in the marketplace.
For clients with traditional, commission-based variable annuities, Monument Advisor's low, flat fee offers a potential savings of $3,100 annually. Over time, the compounding effect of those savings may really add up. Traditional VAs charge an average M&E fee of 1.35% (Source: Morningstar®). On a contract of $248,000, the annual cost is $3,348. Think how happy your clients will be to re-invest that money rather than hand it over to an insurance company. More...
JeffNat CIO Tom Quinn, William Blair’s Brian Singer, and Mark Seaman of American Funds discussed fundamentals of global equity markets to identify areas of opportunity, as well as the impact of macroeconomic growth, political risks, and monetary policy risks.
JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.
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.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
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.