Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

Compare Monument Advisor

Tax Deferral Calculator

See the power of tax deferral for yourself: In many cases, tax deferral can significantly improve compounding returns in certain asset classes over traditional taxable accounts. Compare today to see how much more you could potentially save with a low-cost Investment-Only Variable Annuity (IOVA).

Compare Variable Annuities

Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. every other variable annuity in the marketplace—more than 1,400 products from 121 issuing companies.


Retirement Income Comparison Calculator

The high cost of guarantees in traditional variable annuities negatively impacts performance over time. Compare some popular VAs with guarantees to Monument Advisor. Help your clients determine whether they are willing to sacrifice a lasting legacy, or surrender the flexibility to capture more upside in favor of a rigidly-defined and guaranteed retirement income stream.

Non-Qualified Stretch
Calculator

The Non-Qualified Stretch Calculator can illustrate the value of "stretching" a low-cost Variable Annuity investment to heirs rather than gifting a single, taxable lump sum distribution. Based on proposed beneficiary ages, the tool calculates Required Minimum Distributions (RMDs) and assesses the impact of those RMDs, other distributions, contributions, and underlying investment costs on the asset.

Generate proposals

Create and save scenarios in any of our comparison calculators and use them to quickly generate proposals for your clients.

Trade accounts

MAx Models

Build your own allocation models using your favorite investment options so you can easily trade multiple accounts with minimal clicks.

Apply Now

Concierge Service

Our custom concierge team is standing by to simplify the paperwork and save you time. We’ll help you complete all the necessary paperwork to open client accounts. Call us today to get started, 866-667-0564.

Online Application Wizard

With our flexible application assistant, we offer three ways for you to complete an application: 1.) fill out an application online; 2.)download an application kit to your desktop; 3.) have an application kit mailed to you. Simply print, sign and mail to us.

Knowledge Bank

Our success is tied to the success of Advisors like you. Access our suite of whitepapers, case studies and articles to learn how your peers are growing their business and supporting their clients' financial goals.

Visit the Knowledge Bank

Forms and literature

Download client-approved brochures, fact sheets, prospectuses and statements for additional information about how Monument Advisor could benefit you and your clients.

View all

Integration and account aggregation

Monument Advisor is available on many of the top custodial platforms; we also provide automated asset and account aggregation via DST, DTCC, NSCC, and more.

View all

Register today as a FINANCIAL PROFESSIONAl to get access to our full library of Advisor Insights, thought leadership, and whitepapers!