Morningstar Advisor - Spring 2008 - (Page 1) Read all about the power of wealth accumulation through tax-deferral. Once upon a time, individuals could bank on company retirement programs and Social Security benefits to provide the lion’s share of their retirement. These days, the responsibility has boomeranged back to the individual. Today the name of the game is wealth accumulation. And as thousands of investors have discovered, the smartest, most ingenious, most reliable vehicle to accomplish this is Monument Advisor from Jefferson National. The world’s first fl at-insurance fee variable annuity.1 Our exclusive fl at fee VA makes tax-deferral valuable again. The fees associated with traditional VAs invariably erode the wealth-accumulating benefit of tax-deferral. But with the fl at fee of Monument Advisor, you may accumulate more assets over time and generate more income for retirement. The flat fee of $20-per-month1 makes all the difference in creating this value—an estimated $2,325 per year in fee savings alone.2 In other words, Monument Advisor delivers what today’s investors secretly crave: A tax-deferred investment platform—minus the restrictive contribution caps of a 401(k) or IRA. (With Monument Advisor, you can actually contribute up to $10 million.) Besides there are 170+ fund choices available. And no hefty surrender fees.3 To find out more about this remarkable taxdeferred retirement vehicle, get a copy of our in-depth White Paper, “Increasing Retirement Income through the Power of Tax Deferral”. Just call us at 1.866.667.0564, or log on to www.jeffnat.com/taxdeferral ACCUMULATED VALUES OVER TIME4 FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC USE. http://www.jeffnat.com/taxdeferral http://www.jeffnat.com/taxdeferral
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