Alerts Archive- Changes to Underlying Investment Options for May 2010
- Rydex VT Multi-Cap Core Equity Fund Liquidation
- Federated & Janus Fund Liquidations for January
- New Year's Day Holiday Trading Schedule & Important Distribution Info
- JNF Loomis Sayles Bond Fund Liquidation
- November Subaccount Additions + Thanksgiving Trading Info
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
Invesco Subaccount Hold Time Change for June 2010
The hold time for the following Invesco investment option, available in Jefferson National variable annuities, has changed. The change is effective Thursday, June 24th. Only those who trade into this fund on or after the effective date will be affected by the new hold time.
| Investment Option | Former Hold Time | New Hold Time |
|---|---|---|
| Invesco V.I. High Yield | 30 days | 60 days |
If you require further clarification, please call the Jefferson National Service Desk at (866) 667-0561.
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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