Morningstar Advisor - October/November 2013 - (Page 32c)
Use The Jeff Nat Annuity Rescue
to 1035 Exchange your clients’
fee-saturated annuities for our
ingenious, fl at-fee VA.3
Save clients $2,500 in fees from
the Get-Go.4
If you could save your
clients $2,500 in fi rst-year fees on a $200k
investment simply by using The Jeff Nat
Annuity Rescue, you’d be interested, right?
So would they. Switching to Jeff Nat’s
Monument Advisor with its $20-a-month
fl at fee eliminates the average M&E of
1.35% that asset-based VAs charge.5
(Plus
all the extra fees and riders that drag down
asset accumulation and negate the power
of tax deferral.) What’s more, the yearly fee
savings grow as your investment grows.
Check out Jeff Nat’s Annuity
Comparison Calculator online.
Compare Monument Advisor against any
existing VA and get instant, side-by-side
annuity comparisons, see signifi cant fee
savings, and calculate accumulation over
time. You can even print client proposals
to show them fi rsthand just how much
they could be saving.
HERE’S HOW $2,500-A-YEAR FEE SAVINGS
ACCUMULATES OVER TIME.
700,000
600,000
500,000
400,000
300,000
200,000
0,000
0,000
0,000
0,000
0,000
0,00
00
20 yr
15 yrs
10 yrs
0 yrs
5 yrs
5 yrs
yrs
GOODBYE PAPERWORK.
HELLO CUSTOM CONCIERGE SERVICE.
Step 1: Go to jeffnat.com, log in,
click the Concierge icon, enter basic
information, and email the form to us.
Step 2: Within 48 hours you get the
completed forms back via email.
Step 3: Print, have your client sign
and return the application. We take it
from there.
RememberThe sooner you rescue
your clients’ old VAs with Monument
Advisor, the faster you put signifi cant
savings to work.
Or visit jeffnat.com/taxadvantaged
s
o
r
y
V
A
r a g e
Mon
Variable
um
ent
A
A
d
n
v
n
u
i
t
i
A
v
e
Annuity Growth Projections
$ 632,599
$ 487,805
http://www.jeffnat.com
http://www.jeffnat.com/taxadvantaged
http://www.jeffnat.com/taxadvantaged
Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2013
Morningstar Advisor - October/November 2013
Contents
Contributors
Letter From the Editor
How to Make Social Media Work for You
Do Mutual Funds Still Have a Role?
More Personal Than Finance
How to Handle Your TIPS Positions
A Real Estate Veteran Starts From Scratch
Investments á la Carte
Investment Briefs
When to Say No
Take a Guarded Approach to Homebuilders
Fund Distribution Has Been Turned on Its Head. Now What?
Winning the Distribution Battle
Active ETFs Wait for Their Heyday
A Fund Firm Defies Indexing Trend
Piloting New Channels
A Good Fit
The Predictive Power of Fair Value Estimates
Does Being Prudent Pay Off?
Utilizing Utilities’ Total Return
Stuck in the Middle Is Not a Bad Place to Be
Our Favorite Mutual Funds
50 Most-Popular Equity ETFs
Undervalued Stocks With Wide Moats
The Good Guys Win
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