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.
Monument Advisor's Asset Allocation solution allows you to build powerful portfolios according to your clients' risk tolerance, time horizon and investment goals without sacrificing choice, quality or liquidity. Strategic asset allocation portfolios continue to serve as core essentials in today's investing landscape. With a wealth of choice, and a simple, yet powerful model trading functionality, the Monument Advisor Variable Annuity makes it easy to build and manage your asset allocation strategies efficiently and easily. More...
Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.
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.