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...
JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.
New Approach to Gamma: Asset Location one of Top Five Factors advisors can use to generate more retirement income.