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...
Jefferson National’s Latest Survey Shows Majority of RIAs and Fee-Based Advisors are Underutilizing the Tax Advantages of Investment-Only Variable Annuities When Funding Trusts
Estate planning and wealth transfer should be top of mind, especially for high-net worth and ultra-high net worth clients. There are nearly two million high-net worth households in the U.S. While roughly 60 percent believe a financial legacy is important, nearly three-fourths (72 percent) do not have a comprehensive estate plan.
In an article published by LIFE&Health Advisor, Laurence Greenberg, President of Jefferson National, examines how the transfer of wealth between generations has become a defining issue for the financial services industry. In the coming years, RIAs and fee-based advisors will need to prepare for an inevitable shift that will significantly impact how they manage their practice and counsel their clients. This massive intergenerational transfer of wealth is starting now—and is on pace to accelerate over the next three decades. Any advisor who is building their practice for the long-term must take action.