Contact Info(502) 587-3873
(212) 220-5862
Louisville, KY 40223
PO Box 36840
Louisville, KY 40233
Suite 1000
Louisville, KY 40223
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.
We'd love to hear from you!
Looking for more information on our products? Our services? Our company? Our dedicated staff welcomes your questions, comments, and concerns. Our key contact numbers are listed at the left. Or, drop us an e-mail and let us know how we can be of further assistance.
Bookmark
Email
Call Us
(866) 667-0564
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-index-20070123