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Jefferson National Life Insurance Company Regular Delivery P. O. Box 36750 Louisville KY 40233 Overnight 9920 Corporate Campus Drive Louisville KY 40223 P 866. 667. 0561 F 866. 667. 0563 CHANGE BENEFICIARY REQUEST FORM OWNER/CONTRACT INFORMATION Contract Number Name of Owner Owner SSN/EIN Owner Address City State Owner Email Owner Phone Number Owner Date of Birth Zip Name of Joint Owner if applicable Joint Owner SSN/EIN Name of Annuitant if different from owner Annuitant SSN/EIN Annuitant Addre ...

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What is Monument Advisor?

Monument Advisor helps grow assets tax deferred, allowing your clients to potentially accumulate wealth faster.

How much does a $50000 annuity pay per month?

A $50,000 annuity would pay you approximately $260 each month for the rest of your life if you purchased the annuity at age 70 and began taking payments immediately. This guide will answer the following questions: What is the monthly payout for a $50,000 annuity?

What are the 4 types of annuities?

The 4 types of annuities Immediate annuities: The lifetime guaranteed option. Deferred annuities: The tax-deferred option. Fixed annuities: The lower-risk option. Variable annuities: The potentially highest upside option.

What is the phone number for Nationwide advisory solutions?

However, you will need to call our customer service team at 866-667-0561 to obtain the applicable State Replacement Form. Once Nationwide advisory solutions receives the above forms, we will forward to your insurance company along with our Letter of Acceptance.

Why are financial advisors pushing annuities?

For younger investors, the annuity is pushed as a tax deferral investment program. A variable annuity will give you that at a cost. For those investors who are maxing out their 401k and IRAs and looking for tax sheltered retirement savings, I have determined that the best vehicle is a taxable, tax efficient portfolio.

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