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We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money.
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Exchange your annuity to our flat-fee IOVA, Monument Advisor.
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Literature

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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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