Trust Company of America (TCA) now provides RIAs and their representatives with access to a no-load, investment-only variable annuity, uniquely integrated on the TCA platform. Called Monument Advisor (from Jefferson National), this flat-fee variable annuity has more than 350 underlying funds. The powerful combination of TCA with Monument Advisor enables advisors to build and manage multiple low-cost VA strategies in a single account and trade them in a highly efficient, cost-effective manner. While today’s RIAs are typically skeptical of traditional annuities for their high fees, complexity and limited number of underlying investment choices, Monument Advisor eliminates the high cost, complexity and commissions to optimize the full benefit of tax deferral. The no-load variable annuity charges just one simple flat fee of $20 a month just $240 a year no matter how much clients invest. – – The integration of Monument Advisor on the TCA platform will enable the management of more customized models, more efficient trading and rebalancing, and greater investment diversification all so advisors and their – clients can better pursue their investing goals. For more information, review this Jefferson National Flyer. Or, if you prefer, contact your relationship manager
Trust Company of America (TCA) now provides RIAs and their representatives with access to a no-load, investment-only variable annuity, uniquely integrated on the TCA platform. Called Monument Advisor (from Jefferson National), this flat-fee variable annuity has more than 350 underlying funds. The powerful combination of TCA with Monument Advisor enables advisors to build and manage multiple low-cost VA strategies in a single account and trade them in a highly efficient, cost-effective manner. While today’s RIAs are typically skeptical of traditional annuities for their high fees, complexity and limited number of underlying investment choices, Monument Advisor eliminates the high cost, complexity and commissions to optimize the full benefit of tax deferral. The no-load variable annuity charges just one simple flat fee of $20 a month – just $240 a year – no matter how much clients invest. The integration of Monument Advisor on the TCA platform will enable the management of more customized models, more efficient trading and rebalancing, and greater investment diversification – all so advisors and their clients can better pursue their investing goals. For more information, review this Jefferson National Flyer. Or, if you prefer, contact your relationship manager
jefferson_national_announcement_02.10.2016.docx