Monument Advisor Annuity

Monument Advisor. Facts & Firsts. - Douglas Bagwell Corporation
Please see current product and underlying investment portfolio prospectuses for more complete information about Jefferson National’s Monument Advisor and the underlying investment portfolios. ... Document Retrieval

Oxfordian Theory Of Shakespeare Authorship - Wikipedia, The ...
4.5 Oxford's annuity; Nor is there any evidence of a monument to Oxford in Stratford, London, (Lord Burghley), Oxford's guardian and father-in-law, and Queen Elizabeth's most trusted advisor. Many Oxfordians believe Polonius is based on Lord Burghley. ... Read Article

Monument Advisor: A Pure Separate Account Product
Ownership of a variable annuity can be divided into two periods: an “accumulation period,” during which the contract owner invests money into the annuity, and an Monument Advisor is designed to be a pure separate-account product. Monument Advisor does not offer a fixed account, ... Return Doc

Investment Advisory Agreement And Strategy Selection Form
Portfolio management services for the Vector II Variable Annuity or Monument Advisor Annuity, Client consents to Advisor’s use of the affiliated VIT for a portion of the total subaccount allocation. ... Access Full Source

Jefferson National Partners With CAPTRUST To Launch Five New ...
Monument Advisor , the first flat-fee variable annuity2 with 9x more funds than the typical VA3. By integrating these models in their flat-fee VA, Jefferson National gives independent RIAs and fee-based annuity creates a powerful solution for investors. ... Doc Viewer

At What Speed (and Risk) Is Your Money Traveling?
Investment vehicles are like automobiles; some accelerate forward fast and reverse faster; some go forward then backward; some stall out; and some are dependable, safe and secure but have no reverse gear. When you add it all up, how fast and furious is your money growing? ... Read News

Monument Advisor Individual Variable Annuity
The Securities and Exchange Commission has not approved or disapproved these securities or determined if this prospectus is accurate or complete. ... Return Document

SCHREINER CAPITAL MANAGEMENT CLIENT ENROLLMENT KIT
Monument Advisor Annuity Advisor Designs Annuity CUSTODIAN TYPE For Annuity Account Owners: Please mail annuity applications directly to the insurance company. Mail only the Advisor Election Form (contained in the annuity account enrollment kit, which must be obtained from the ... Return Document

Le Quesnoy - Wikipedia, The Free Encyclopedia
She set up a perpetual foundation for the poor of the town which at that time stood at 300 gold florins as irrevocable annuity: (cementing the politico-economic links of Burgundy-Netherlands-England), she was an informed advisor to her This monument of the New Zealand fixed on a ... Read Article

Monument Advisor.
Monument Advisor. The Variable Annuity with a flat fee approach to tax-deferral that wins investors and influences wealth accumulation. Here’s our ... Access Document

JEFFERSON NATIONAL SCOTIA PARTNERS GROWTH PLUS ANNUITY PROGRAM
Performance from July 2008 to October 2008 is based on an actual account managed by CMG in Jefferson Na onal's Monument Advisor Variable Annuity (“Jefferson Na onal”). Performance from November 2008 to ... Get Content Here

CMG JEFFERSON NATIONAL HIGH YIELD ANNUITY PROGRAM
ANNUITY PROGRAM The CMG Jefferson Na onal High Yield Annuity Program trades high yield mutual funds using a proprietary quan ta ve buy/sell/hold model. CMG and held at Jefferson Na onal's Monument Advisor Variable Annuity ... View This Document

MONUMENT ADVISOR APPLICATION INSTRUCTIONS
I understand that Monument Advisor is a deferred annuity and that I may not see a benefit from tax-deferred compounding for a significant number of years. I believe that Monument Advisor is appropriate for my financial objectives, based upon my tax bracket, investments and ... Read Document

Tax Deferral For HNW Clients, With advisor Aaron Grey - YouTube
Listen in to learn a couple of ways Grey uses Monument Advisor to provide value to his clients including: 1) More tax-deferral at a low cost for HNW clients and 2) Annuity rescue. ... View Video

Weston Financial Group, Inc. 100 William Street, Suite 200 ...
National Life Monument Advisor Variable Annuity (“Jefferson National”). The Adviser manages the sub-accounts within the annuity under a limited power of attorney, granted by the client on the client’s annuity application. The ... Doc Viewer

Jefferson National First To Add Hatteras Alpha Hedged ...
Variable annuity to offer the Hatteras Alpha Hedged Strategies Variable Fund from Hatteras Funds, a fund of hedge fund strategies marks another industry first for Jefferson National’s Monument Advisor, the ... Fetch Here

"A Better Way To Do Things," With CFP David Mickley - YouTube
Listen as he talks about how his research led him to Monument Advisor and two innovative features that appealed to him: 1) No surrender charges and 2) 8:25 Variable Annuity Riders and Income Benefit Rider by Bryan Binkholder 4,036 views; ... View Video

Variable Annuity Outlook 2013: Tough Road Ahead
Jefferson was one of the first companies to develop a flat-fee variable annuity for the RIA space with its Monument Advisor product. There are a number of other big picture trends, aplan notes, among them “an extraordinary focus on rising ... Get Content Here

INVESTMENT TO EXISTING JEFFERSON Portfolio Vs. SP 500 Past 1 ...
The Jefferson National Monument Advisor Variable Annuity does not have any surrender charges. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty. Historical performance results for investment indices have been provided for general comparison purposes only, and generally ... Read Document

Options offered in the Monument Advisor Variable Annuity. Select Funds are chosen for advisors looking to access top quality funds for their annuity investments. The Selection process is performed twice a year (May and November) and includes these JNL Select criteria: 1) ... Fetch Document

Centara Capital Management Group, Inc. 4747 Executive Drive ...
Jefferson National Life Monument Advisor Variable Annuity (“Jefferson National”) Centara Capital charges its Centara Portfolio Management Fee in advance on a quarterly basis based on the Account Market Value on the last business day of the previous calendar quarter. ... Get Doc