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.
Potentially improve the performance of your fixed income investments by as much as 100 basis points (without increasing risk) with our Fixed Income solution (source: Increasing Income through the Power of Tax Deferral, Ira Weiss, Ph.D., University of Chicago & Matthew Grove, Jefferson National, 2008). The Monument Advisor variable annuity offers over 60 bond investment options from popular managers like PIMCO, BlackRock, Neuberger Berman, and Putnam. More...
Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s Monument Advisor.
Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.
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.