Illustrate the value of "stretching" a low-cost Variable Annuity Investment to heirs with our Non-Qualified Stretch Calculator
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.
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.