We built our IOVA on transparency, simplicity and unlimited tax deferral.
RIAS and fee-based advisors think we’re really onto something.
Delivering RIAS and fee-based advisors client value isn’t an afterthought. It’s Jeffnat’s guiding thought. A deliberate combination of purpose, product and commitment to RIAS, fee-based advisors and the clients they serve. We work 100% transparently. Because that’s how business should be done. No hidden fees. No hidden commissions. These principles have saved clients like yours over $174 million in unnecessary insurance fees since 20061. Simplicity has its advantages, too. Our flat-fee IOVA, Monument Advisor, is a remarkable solution for all fee-based advisors. Easy to grasp. Easy to explain. Easy to manage. Then there’s the accumulating power of unlimited tax deferral that anchors our industry-changing Monument Advisor IOVA. If you’ve been looking for a way to build your business into a powerhouse, try joining one. More than 4,000 advisors are already on board with the simple brilliance of Jeffnat’s Monument Advisor.