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Latest Jefferson National News
"Test the True Power of Tax-Deferral" with Jefferson National's Flat-Insurance Fee VA
Tax-Deferral Key to Saving More to Meet the Retirement Income Challenge. Read More »
Jefferson National FORERUNNER Awards Call for Nominations
Fee-advisors and financial experts to be recognized for pioneering techniques to help consumers save more for retirement. Read More »
Tax-Deferral Key to Generating Retirement Savings, Providing Additional Retirement Income
Jefferson National White Paper Concludes Flat-Insurance Fee Variable Annuity Can Outperform Both Taxable Accounts and Traditional variable annuities to Generate More Retirement Income. Read More »
Jefferson National Launches MAX: Monument Advisor Xpress
New service shows your clients how much more they can save with a flat-insurance fee variable annuity. 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-20080328