Tax Deferred Variable Annuity Rescue Center:
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 mutual funds in the industry. Monument Advisor’s low-fee variable annuity product was specifically designed for registered investment advisors and their clients.
Jefferson National has designed the Annuity Rescue Center to allow investors to compare performance and fees of their current variable annuity(s) versus Jefferson National’s Monument Advisor Variable Annuity. This provides you with a simple way to make informed decisions while saving you time and money.
To learn more about the Annuity Rescue Center and our annuity product(s), click on the links in the right margin.
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