An Expert Opinion
From time to time—not enough for me—financial products come out that actually fill a need...I'll start with a variable annuity called Monument Advisor issued by Jefferson National Life Insurance Co.—Los Angeles Times
Underlying Investment Changes on the Monument Advisor Platform for July 2008.
Fund Name Change for July 1, 2008
| Former Name | New Name |
|---|---|
| Alger American Growth | Alger American Large Cap Growth |
Hold Time Changes for July 1, 2008
| Investment Option | Former Hold Time | New Hold Time |
|---|---|---|
| Pioneer High Yield | 7 Days | 90 Days |
| Pioneer Global High Yield | 7 Days | 90 Days |
Form #JNL2008CL035 07/08
Please review the underlying fund and product prospectuses before investing in these 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-alert-20071116