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Latest Jefferson National News
Jefferson National's Monument Advisor one of First VAs to Add ALPS' Listed Private Equity Portfolio and ALPS' Ibbotson ETF Asset Allocation Portfolios
First Flat-Insurance Fee VA with Industry's Broadest Tax-Deferred Investment Platform Expands to Give Fee-Based Advisors and Clients More Unique Solutions. Read More »
Jefferson National's Monument Advisor is First VA to Add Acclaimed Loomis Sayles Bond Fund to Industry's Broadest Tax-Deferred Investment Platform
Newest Fund in Flat-Insurance Fee VA Can Help Fee-Based Advisors and their Clients Diversify Fixed-Income Holdings with Multi-Sector Approach. Read More »
Jefferson National Announces Winners of First Annual "FORERUNNER Awards"
Recognizing Financial Pioneers who Help Consumers Save More for Retirement. Read More »
Jefferson National Hosts Experts to Discuss "Winning the Retirement Income Challenge"
Industry Leaders say Holistic Planning, Accumulation Best Defense Against Outliving Savings; Call for Product and Policy Reform, Consumer and Advisor Education. Read More »
1 The average variable annuity has 38 underlying fund options according to Morningstar data as of 12/31/05.
2 For a $25,000 contract, Monument Advisor's flat insurance fee of $20 per month is lower than 91% of all other variable annuity insurance charges. For a $100,000 contract, the $20 flat insurance fee is the industry's absolute lowest variable annuity insurance charge. Source: MORNINGSTAR, 12/31/2005.
An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. For a prospectus containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty. Jefferson National does not offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.
Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.
Form #: JEF-index-20080614