Tuesday, May 15, 2007
Jefferson National Expands Industry's Largest Tax-Deferred Platform by Adding Institutional Class Funds to Monument Advisor Variable Annuity
Jefferson National’s Monument Advisor, the first and only variable annuity with a flat-insurance fee, has now added institutional class funds to its supermarket of more than 170 tax-deferred funds—the industry’s largest, with four times more funds than the typical VA1. With the addition of these ultra-low cost funds, Monument Advisor is now uniquely positioned to better serve the growing market of fee-based and fee-only advisors, a segment which has increased more than 41% in four years to reach $2.2 trillion in assets under management as of 2006.
Jefferson National Expands Industry's Largest Tax-Deferred Platform by Adding Institutional Class Funds to Monument Advisor Variable Annuity
Source: Business Wire
Jefferson National Expands Industry's Largest Tax-Deferred Platform by Adding Institutional Class Funds to Monument Advisor Variable Annuity
Source: Business Wire