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


Account Management

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More often than not, the best ideas are also the simplest. The more useful the technology platform in your hands, the more easily and efficiently you can manage your accounts.

  • Control. Agile web-based trading is a must—this platform delivers.

    CONVENIENT MASS TRANSACTIONS:

    Transfer assets from one fund option to another. Apply them to all current or future allocations. Get e-mail confirmations. Cancel transactions, view histories.

  • Automate. Why rely on off-the-shelf asset allocation models? Build your own.

    CUSTOMIZED ASSET ALLOCATION MODELS:

    Build and run different scenarios: Add/delete over 250 funds from the models, change allocation percentages, rebalance accounts in minutes.

  • Manage. Manage across all accounts with just a few clicks.

    MORE EFFICIENT PORTFOLIO MANAGEMENT:

    Search, record, review data, contract values, balances, and more. Then export it to other management tools.

1 The Jefferson National website(s) and a combination of software applications, databases, and hardware which process transactions including opening new accounts, creating fund allocations, completing fund transactions, reporting, issuing statements, and managing administrative data, etc.

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-accountmanagement-20110819