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Our handy online brochure lists all 200+ fund options available in Monument Advisor.
open quoteA flat fee of $20 a month is unheard of...Over time, this is a huge advantage.
—Chicago Tribune, February 2006

Flat is choice. 200+ fund options and counting—more than any other non-qualified annuity by far1.

How much choice is too much choice? Here, you decide. Monument Advisor offers an unprecedented number of tax-deferred fund options from more than 20 leading, independent money managers.

"Do one thing and do it well" may be good career advice. But at Jefferson National, we believe successful long-term investing requires a diversified portfolio to make the most of opportunities across all markets. That explains why we not only include an incredible array of options in Monument Advisor—but we also make sure our offering addresses all fund classes, investment styles and management strategies—from leading independent managers.

If you're looking for everything you need to build and manage your portfolio, stop. This time it's found you. Monument Advisor offers:

  • "Core" options. A wealth of traditional asset classes—including domestic equity, international equity and bonds to build a diversified portfolio.
  • Low-Cost options. A selection of Nationwide index funds.
  • Active Traders A full suite of Rydex funds.

And rest assured. We're always on the lookout for new opportunities that meet our high standards for long-term performance, solid management, prudent risk management and low fees.

Want to search or print our fund lineup? Simply find what you're looking for here.

1The average variable annuity has 38 underlying fund options according to Morningstar data as of 12/31/06.

 

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-20070427