Alerts Archive- Underlying Investment Changes for July 2009
- Lazard Fund Name Change
- Memorial Day Holiday Trading Info
- Changes to Underlying Investment Options for May 2009
- Important News About Monument Advisor Underlying Investment Options
- Underlying Investment Option Changes for April and May
- Underlying Fund Liquidations for March 2009
An Expert Opinion
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.
Franklin Templeton Underlying Investment Option Hold Time Changes for July 2009.
Jefferson National has been notified of new hold times for the following Franklin Templeton underlying investment options:
| Name | Current Hold Time | Future Hold Time | Effective Date |
|---|---|---|---|
| Franklin Templeton High Income Securities Fund | 7 days | 30 days | 7/1/2009 |
| Franklin Templeton Strategic Income Securities Fund | 7 days | 30 days | 7/1/2009 |
Please make note if you have these funds in your portfolio prior to the effective change date, you will not be affected by the hold time changes. However, any new allocations to these funds after the effective dates will be subject to the new hold times.
If you have any questions, please contact Advisor Support Desk at (866) 667-0564.
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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