Investment Programs | Outside Investment Manager Accounts

Annuities, Living Benefits, and Death Benefits
Many of our clients desire the tax deferral of annuities. When they are appropriate we often recommend annuities from the largest and strongest insurance companies. We recommend annuity programs which do not have up front commissions or surrender fees. We also only recommend annuities with a large number of investment managers and investment options. We receive a portion of the administration fees of the annuities for our advice and management.

We have studied many annuity programs and we encourage people to be very skeptical of the sales advice of annuity salespersons and companies. Annuities are currently being sold with very simple presentations of very complicated living and death benefits. Upon carefull evaluation we do not find many benefits which are worth their cost. Please contact us and have us evaluate any benefit programs which you are considering. (Expert advice is much better than sales advice.)

The best annuity program that we currently can find is with Jefferson National amd ther very low cost Monument Advisor Annuity.
This annuity has only a $20 per month insurance company fee instead ot the usual 1.4% to 2% fee which most insurance companies charge. Please read the on line prospectous and contact us before investing.