Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. other variable annuities in the marketplace.
Potentially smooth portfolio performance and ease client fears by leveraging the downside protection of our Managed Volatility solution. When managing for downside risk via managed volatility strategies, a portfolio may enjoy lower correlation to the broader market. As a result, portfolio performance may be smoother, and clients can benefit from missing the worst of the market's worst days. Over the long haul, missing out on these worst days may have a strong cumulative effect on the portfolio, and on your clients' confidence. More...
Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.
To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.
David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.