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Help your clients meet their retirement goals in all of life's stages.
Featured Articles
Advisor Authority
Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X
12/11/2017
Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report, we will help you better understand the unique priorities, preferences, and concerns.
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Videos
Exchange your annuity to Monument Advisor
04/17/2018
Some traditional variable annuities can drag down investment performance. Fortunately, you can exchange your legacy annuity for a low-cost, investment-only VA.
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The Stretch
04/18/2018
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. To give his clients more control over their legacies, learn how Mr. Padilla leveraged the Stretch Payout Option available at Nationwide advisory solutions.
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Tax-Smart Retirement Investing with Monument Advisor
04/17/2018
Relatively low contribution limits in IRAs and 401(k)s may not be enough for many high-earning clients. Monument Advisor can help.
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Advisor Authority
Advisor Authority 2019 Chapter 3: Millennials and Generation X | Targeting the Emerging Market of New Investors
02/20/2020
Chapter 3
Millennials and Generation X: Targeting the Emerging Market of New Investors
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SECURE Act personal planning impacts and overview
01/10/2020
The SECURE Act changes distribution, contribution and inheritance laws including moving the required minimum distribution age to 72. Download the white paper to learn more.
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