|David Lau is chief operating officer of Jefferson National, innovators of the first flat-insurance fee variable annuity with the industry’s largest supermarket of tax-deferred funds. He is also author of recently published white paper “The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral.” To download a copy of his latest research, visit www.jeffnat.com/thefrontier. For more information, call 1-866-WHY-FLAT (866-949-3528).
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