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
The average annuity charges you 1.35% of your assets every year (Morningstar 12/31/06). The majority of that money goes to pay the commissioned salespeople that sell most variable annuities.
November Subaccount Additions + Thanksgiving Trading Info
American Century, Ivy, & Vanguard Funds Added to Monument Advisor Platform
November 2009 additions to the Monument Advisor platform include:
| Fund Name | Sub Category |
|---|---|
| Fund Family: American Century | |
| American Century Mid Cap Value | Mid-Cap Value |
| Fund Family: Ivy Funds | |
| Ivy Funds Asset Strategy | Conservative Allocation |
| Ivy Funds Balanced | Moderate Allocation |
| Ivy Funds Bond | Intermediate-Term Bond |
| Ivy Funds Dividend Opportunities | Large Blend |
| Ivy Funds Energy | Specialty-Natural Resources |
| Ivy Funds Growth | Large Growth |
| Ivy Funds High Income | High Yield Bond |
| Ivy Funds Mid Cap Growth | Mid-Cap Growth |
| Ivy Funds Science and Technology | Specialty-Technology |
| Ivy Funds Value | Large Value |
| Fund Family: Vanguard | |
| Vanguard Equity Income | Large Value |
| Vanguard Growth | Large Growth |
| Vanguard High Yield Bond | High Yield Bond |
| Vanguard Mid-Cap Index | Mid-Cap Blend |
| Vanguard REIT Index | Specialty-Real Estate |
Holiday Trading Schedule: Thanksgiving Week
Markets will be closed Thursday, November 26 in observance of the Thanksgiving holiday. All subaccounts in Jefferson National products will be closed for trading that day. Also, ALL funds in ALL Jefferson National products will close for trading three hours earlier than their normal closing times the following day (Friday, November 27). Please see a product prospectus for regular fund closing 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_archive-20070817