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Article: Jefferson National Expands Industry's Largest Tax-Deferred Platform by Adding Institutional Class Funds to Monument Advisor Variable Annuity.
- Article from:
- Business Wire
- Article date:
- May 15, 2007
CopyrightCOPYRIGHT 2007 Business Wire. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Ultra-Low Cost Funds in Only Flat-Insurance Fee VA Meets Needs of More Fee-Based Advisors and their Clients
NEW YORK & LOUISVILLE, Ky. -- Jefferson National's Monument Advisor, the first and only variable annuity with a flat-insurance fee, has now added institutional class funds to its supermarket of more than 170 tax-deferred funds--the industry's largest, with four times more funds than the typical VA1. With the addition of these ultra-low cost funds, Monument Advisor is now uniquely positioned to better serve the growing market of fee-based and fee-only advisors, a segment which has increased more than 41 in four years to reach $2.2 trillion in assets under ...
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