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.
Traditional variable annuities can be so complex and costly that investors are priced out of the benefit they were originally intended to provide: tax deferral. Monument Advisor was built to fix that. The Monument Advisor tax-advantaged account pays no commission, offers a low, flat fee of just $20/month,* and charges no surrender penalties. It's the perfect antidote to these old-school VAs that charge an average of 1.35% in M&E fees (source: Morningstar®, 1/2014). More...
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.