- 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
First Eagle Subaccount Hold Time Change for November 2009
Jefferson National has been notified of a new hold time for the following First Eagle underlying investment option available in Monument Advisor variable annuity contracts:
| Name | Current Hold Time | Future Hold Time | Effective Date |
|---|---|---|---|
| First Eagle Overseas Var Fund | 7 days | 60 days | 11/20/2009 |
Please note that if you have this fund in your portfolio prior to the effective change date, you will not be affected by the hold time change. However, any new allocations to this fund after the effective date will be subject to the new hold time.
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_archive-20070817