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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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    CUSTOMER BROCHURE: Monument Advisor Product Guide

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    CUSTOMER BROCHURE: Harnessing the Power of Tax Deferral

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    CUSTOMER BROCHURE: Legacy Planning

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    CUSTOMER BROCHURE: Investment Options Guide

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


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  •   BROCHURE: Monument Advisor Product Profile
  •   BROCHURE: Non-Qualified Stretch
  •   BROCHURE: Investment Options Guide
  •   BROCHURE: Low-Cost Fund Platform Overview
  •   BROCHURE: Fee Management Guide

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This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

Annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies.

Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. The general distributor is Jefferson National Securities Corporation, member FINRA, Louisville KY.

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ASW-0200AO (02/22)

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