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Our Legacy Planning solutions address principal risk, taxes, and mismanagement by heirs.
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Exchange your annuity to our flat-fee IOVA, Monument Advisor.
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As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate the compounding power of tax deferral, and much more. Create and save scenarios in any of our calculators and use them to quickly generate proposals for your clients.

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Nationwide Receives Favorable IRS Private Letter Ruling on Taxation of Advisory Fees from Non-Qualified Annuities
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2 pages

CUSTOMER BROCHURE: About Nationwide Advisory Solutions

New name. Same commitment to helping you prepare for and live in retirement. See how Monument Advisor remains the same low-cost, tax-advantaged investing solution designed with you in mind.
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4 pages

CUSTOMER BROCHURE: Monument Advisor Overview

Learn how Monument Advisor helps to grow assets tax deferred, allowing you to potentially accumulate wealth faster.
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4 pages

CUSTOMER BROCHURE: Saving With a 1035 Exchange

Our average customer saves more than $3,450 in fees. Read about how much you may save by making the switch to our low-cost variable annuity Monument Advisor.
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3 pages

CUSTOMER BROCHURE: Harnessing the Power of Tax Deferral

Monument Advisor offers HNW investors a simple, low-cost alternative to tax defer and accumulate wealth. See how this flat-fee VA allows you to Harness the Power of Tax Deferral.
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5 pages

CUSTOMER BROCHURE: The Non-Qualified Stretch

Learn about our Non-Qualified Stretch payout option, which can provide a lifetime stream of income for your beneficiaries.
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16 pages

CUSTOMER BROCHURE: Investment Options Guide

Monument Advisor offers more than 350+ investment options from 50+ families.

For Financial Professionals

For financial professionals only. Not for public use. You must log in with an advisor account to view these brochures.

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BROCHURE: About Monument Advisor - BDs
BROCHURE: About Monument Advisor - RIAs
BROCHURE: About Nationwide Advisory Solutions
BROCHURE: VIT vs Mutual Fund Overview
BROCHURE: Monument Advisor Overview
BROCHURE: 1035 Exchange for Advisors
BROCHURE: The Power of Tax Deferral
BROCHURE: Return of Premium Enhanced Death Benefit
BROCHURE: Investment Options Guide
BROCHURE: Trusts and Annuities
BROCHURE: Revocable Trust Fact Sheet
BROCHURE: Irrevocable Trust Fact Sheet
BROCHURE: NIMCRUT Fact Sheet
BROCHURE: Marital/Family Trust Fact Sheet
BROCHURE: Low-Cost Fund Platform Overview
BROCHURE: A Guide to the Taxation of Management Fees
BROCHURE: Going Independent
BROCHURE: Transitioning to Fee-Based

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