Combining low-cost tax deferral with the industry’s largest selection of funds.
CMG offers a handful of strategies managed within a tax deferred variable annuity structure. Most variable annuities charge high fees and offer limited investment selections. CMG works with Jefferson National’s Monument Advisor Variable Annuity, the first flat-fee based variable annuity product, which offers the largest selection of investment options in the industry. Monument Advisor’s low-fee variable annuity product was specifically designed for registered investment advisors and their clients.
Steve Blumenthal discusses alternative strategies in a tax efficient structure. Visit www.jeffnat.com to watch the full interview. Please note, you must have an advisor login at Jefferson National to view the full video.