A variable annuity (VA) may be an attractive product for some investors, but does it have to come with high fees? Not at Jefferson National where it costs just $20 a month! The best part – advisors can grow their practice, attracting clients by transferring VA’s from expensive providers to Jeff Nat, while maintaining most of their other product terms.
If in your VA practice you need active management of client investment allocations within VA, consider using Model Capital Management LLC. Model Capital is approved as a third-party asset manager on Jefferson National’s Monument Advisor platform. All investment advisors who use Jeff Nat’s platform now have access to Model Capital’s tactical investment models. Please contact us for more details.
Jefferson National is a leading provider of variable annuities that feature low fees and a wide selection of investment options. The company also earned its reputation among advisors for its fully-online process, quick processing, and excellent customer support.
Model Capital Management LLC is a tactical investment manager. Please review the following pages for more information on Model Capital’s approach to tactical investment management and our tactical asset allocation models/strategies.