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

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VAs built with consumers in mind, with RIA Steve Moore

Jul 21, 2011
Registered Investment Advisor Steve Moore had never sold a variable annuity in his RIA practice. “My main objection to them in the old days was the internal expenses that were not disclosed to the client – lack of transparency.” Listen as Moore explains in his own words how he discovered real value for his clients with Monument Advisor. Steve Moore of Partners Capital Management has 35 years of experience in investment banking financial consulting and investment management.

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Testimonials may not be representative of the experience of other Jefferson National variable annuity contract holders. Testimonials are no guarantee of future performance or success. No fees were paid to the individuals who provided these testimonials.

Before switching from one variable annuity to another, one should consider any surrender charges or expenses that may be incurred.

The cost of a typical variable annuity is about 135 basis points per year in M&E fees. Source: Morningstar® (12/10).

Review current annuity for loss of benefits or surrender charges you may incur. Monument Advisor does not provide enhanced living, death or withdrawal benefits. Until distributed, the Death Benefit amount in the investment portfolios is subject to investment risk. Some of the fees you are paying in your current annuity could be for benefits Monument Advisor does not provide.

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-index-20110819