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...
A condensed version of Jefferson National and Tom Quinn’s Investing Insights whitepaper was recently issued by LIFE&Health Advisor. The whitepaper offers strategies that can be implemented before the end of this year, as well as throughout 2016.
In Financial Advisor’s latest article, writer Ben Mattlin reaches out to Jefferson National President Larry Greenberg to discuss the power of tax deferral and the benefits of IOVAs. According to experts, “investment-focused VAs are a growing category in the industry.”
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.