Compare Monument Advisor
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).
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.
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.
Create and save scenarios in any of our comparison calculators and use them to quickly generate proposals for your clients.
Build your own allocation models using your favorite investment options so you can easily trade multiple accounts with minimal clicks.
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.