Last quarter $26 Billion worth of Variable Annuities were sold in the US alone.
So, chances are you might have one, and all that comes with it... like high fees, hidden commissions, insurance expenses you probably don't need, and long holding-periods with big penalties.
Those little things make a big difference to your bottom-line. And, we think we've found a better solution for those of you who do have an old annuity.
Our Annuity Rescue plan, offered through Jefferson National, provides:
- An affordable, tax-deferred investing solution. Monument Advisor has a $20 monthly flat insurance fee.
- According to Morningstar, Monument Advisor offers 8x more underlying funds than the average Variable Annuity, offering great flexibility to manage your account to achieve your goals, including Vanguard Funds.
- It’s completely liquid with ZERO surrender fees if you’re over 59-½. (The IRS may charge a 10% tax penalty on any withdrawal made before age 59½.)
- It’s completely straightforward with no hidden stipulations.
- Above all, the 1035 Exchange is FREE, so you’re not taxed for making the switch.
And what does that mean for you? More for you.
Aside from us potentially helping to update and manage your annuity investments, we might be able to save you quite a bit of money. Here's a look at $249,000 over 20 years... saving an additional $189,000 just by lowering the typical fees on an annuity you might already be holding.
Interested in learning more?
This is not a direct solicitation to buy or sell any investment products or allocations. Please consult with your advisor before making any changes. Funds within Moment Advisor Annuity are offered with Prospectus.