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...
JeffNat’s Jon Estes explains a recent enhancement to the non-qualified stretch payout option: the restricted stretch. He explores use cases for this legacy planning feature, how to implement it, and steps through The Non-Qualified Stretch Calculator.
Watch Linda Lubitz Boone tell the story of her 'wow' moment when she uncovered a unique tool in Monument Advisor that has helped grow her practice by reaching new generations of clients.
JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.
Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.