Printed from: www.jeffnat.com. 02/22/2012


Alerts

President's Day Holiday Trading Schedule

Markets will be closed Monday, February 20 in observance of President's Day. All subaccounts in Jefferson National products will be closed for trading on that day.

Underlying Fund Additions for February 2012

We are excited to announce the addition of 3 new underlying funds to the already extraordinary Monument Advisor fund line up. The following investment options, listed below, will be available for investment after Thursday, February 2nd.

  • BlackRock High Yield
  • BlackRock U.S. Government Bond
  • PIMCO Unconstrained Bond

Important Year-End Tax-Related Information for Jefferson National Advisors and Their Clients

Form 1099s are scheduled to be mailed to all Jefferson National contract-holders to whom a disbursement was paid in 2011. These mailings will be completed by Tuesday, January 31. Also, by that time, hard-copy fair market value letters will have been delivered via the US Postal Service to all Jefferson National IRA contract holders whose account preferences indicate postal delivery of account-related materials.

An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. For a prospectus and underlying fund prospectuses 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 59½ 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-alerts-20110819