Illustrate the value of "stretching" a low-cost Variable Annuity Investment to heirs with our Non-Qualified Stretch Calculator
For high-net worth clients looking to transfer wealth, poor planning, volatile markets, and taxes can compromise a family legacy. Fortunately, the low-cost Investment-Only Variable Annuity (IOVA) Monument Advisor solves these problems for trusts and ensures a family legacy. More...
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. Learn how he leveraged Jefferson National’s Stretch Payout Option to give his clients more control over their legacies.
Weston Financial recommends trusts for estate tax planning and income tax planning. A trust also offers trustees control over how assets are distributed to beneficiaries. Wrapping it in our low-cost Monument Advisor IOVA offers unprecedented flexibility, upside, and control.