Alerts Archive- Invesco Subaccount Hold Time Change for June 2010
- 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
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.
Underlying Fund Changes for October 2009
Alger Name Changes
We recently received notification from Alger that the names of the underlying investment options formerly known as "Alger American Funds," listed below and available in Jefferson National variable annuities, have changed. This change is effective immediately.
| Former Name | New Name |
|---|---|
| Alger American Capital Appreciation | Alger Capital Appreciation |
| Alger American Large Cap Growth | Alger American Large Cap Growth |
| Alger American Mid Cap Growth | Alger Mid Cap Growth |
| Alger American Small Cap Growth | Alger Small Cap Growth |
Royce Hold Time Changes
Hold times for the following Royce investment options, available in Jefferson National variable annuities, have changed. These changes are effective Friday, October 9th.
| Investment Option | Former Hold Time | New Hold Time |
|---|---|---|
| Royce Micro-Cap | 7 days | 30 days |
| Royce Small-Cap | 7 days | 30 days |
If you have any questions please call our Customer Service Center 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_archive-20070817