Using the JeffNat Variable Annuity Comparison Calculator
The JeffNat Variable Annuity Comparison Calculator aggregates variable annuity data from Morningstar®. Users may compare the Investment-only Variable Annuity, Monument Advisor, with any variable annuity on the market to see how asset-based fees may impact their VA investments over a 20-year accumulation period. Watch this video and learn how to compare up to 3 variable annuities. See if a tax-free 1035 exchange may help save your clients more for retirement.