Quick Reference
According to MORNINGSTAR data, on a $25,000 investment, Monument Advisor costs less than 91% of existing variable annuities. On a $100,000 investment, it costs less than all other variable annuities on the market today.
The proven names—the emerging stars—whose bright idea was this anyway?
The number of fund options Monument Advisor offers is impressive. But with that quantity comes another reassuring quality: The quality of the elite group of independent money management firms that manage them. You'll find many of the names are very familiar to retail fund investors. Others that are better known to the top institutional money managers. But rest assured. They all offer a proven strength in their asset class specialty.
Learn more about our fund partners:
- Vanguard
- Lehman Brothers
- Janus
- Legg Mason
- Aim Investments
- AVS (ALPS Variable Insurance Trust)
- Lazard Asset Management
- Loomis Sayles
- Rydex
- Alger
- Lord Abbett
- Salomon Brothers
- American Century
- Neuberger Berman
- Seligman
- CLS
- Allianz (Pimco)
- Third Avenue Funds
- Dreyfus Corporation
- Alliance Bernstein
- Pioneer Funds
- T. Rowe Price
- Van Eck Global
- Federated Investors
- Credit Suisse
- Ibbotson
- Wells Fargo Advantage Funds
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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-ourpartners-20070427