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(866) 667-0561
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.
Variable Annuity Products
In addition to Monument Advisor, Jefferson National provides a number of traditional variable annuities. Our lineup includes products targeted at TSA and ORP markets, as well as products that offer living and death benefit guarantees. Below are client-approved brochures, fact sheets, prospectuses and statements of additional information for all Jefferson National annuities.
| Product | Client Brochure | Fact Sheet | Prospectus | SAI |
|---|---|---|---|---|
| Achievement | n/a | |||
| Advantage | n/a | n/a | ||
| Advantage Plus | n/a | |||
| Advantage Strategy | n/a | |||
| Educator | n/a | |||
| Maxiflex (Group) | n/a | |||
| Maxiflex (Individual) | n/a | |||
| Monument Advisor | ||||
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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-variableannuities-20061207