Printed from: www.jeffnat.com. 05/17/2012


Jefferson National Product Brochures: Hit the books, grow your business.

Download our product brochures. You may be required to log in to our MAX website to access the brochure(s):

  1. Advisor Brochures
  2. Client Brochures

Advisor Brochures

  • BROCHURE: Financial Professional Guide to Monument AdvisorBROCHURE: Financial Professional Guide to Monument AdvisorOur Monument Advisor VA also works as a Tax-Deferred Managed Money Tool. The rest are history.

    4 pages

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  • BROCHURE: Financial Professional Guide to Harnessing the Power of Tax DeferralBROCHURE: Financial Professional Guide to Harnessing the Power of Tax DeferralJefferson National's Moument Advisor offers HNW investors a simple, low-cost alternative to tax defer and accumulate wealth. See how this flat-fee VA allows you to Harnass the Power of Tax Deferral.

    2 pages

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  • BROCHURE: Financial Professional Guide to Saving with a 1035 ExchangeBROCHURE: Financial Professional Guide to Saving with a 1035 ExchangeOur average customer saves more than $2,500 in fees - read about how much you may save your clients with a simple 1035 to our low-cost variable annuity Monument Advisor.

    2 pages

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  • CUSTOMER BROCHURE: Underlying Investment Option GuideCUSTOMER BROCHURE: Underlying Investment Option GuideJefferson National's Monument Advisor offers more than 350 investment options, the industry's broadest selection of tax-deferred funds (7x more according to MORNINGSTAR®).

    20 pages

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  • BROCHURE: Financial Professional Guide to Tax-Inefficient Funds in Monument AdvisorBROCHURE: Financial Professional Guide to Tax-Inefficient Funds in Monument AdvisorSee our comprehensive list of all the "tax-nasty" funds you have access to inside Monument Advisor, the only flat-fee VA.

    2 pages

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  • BROCHURE: TPIA MarketplaceBROCHURE: TPIA MarketplaceYou get access to a diverse range of Third Party Investment Advisors specializing in strategies to help you manage your client assets in volatile markets.

    1 page

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  • BROCHURE: Try Our Free Custom Concierge ServiceBROCHURE: Try Our Free Custom Concierge ServiceYou get concierge service with our dedicated advisor support team, ready to assist you in filling out all the necessary paperwork to get your clients’ 1035 exchange or new account started.

    2 pages

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  • BROCHURE: Facts About Jefferson National: Facts on Financials and the Security of Separate AccountsBROCHURE: Facts About Jefferson National: Facts on Financials and the Security of Separate AccountsJefferson National Life exceeds regulatory requirements for risk-based capital and reserves by more than 3x. All this plus the security of separate accounts.

    2 pages

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  • WHITEPAPER: The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax DeferralWHITEPAPER: The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax DeferralBy David Lau, chief operating officer of Jefferson National. Based on research by the Center for Research in Security Prices (CRSP) at the University of Chicago’s Booth School of Business.

    18 pages

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  • WHITEPAPER: Increasing Retirement Income through the Power of Tax-DeferralWHITEPAPER: Increasing Retirement Income through the Power of Tax-DeferralBy Professor Ira Weiss, Ph. D., assistant professor of accounting visiting the University of Chicago's Graduate School of Business from Columbia University, and Matthew Grove, previously senior vice president at Jefferson National. Based on research by the Center for Research in Security Prices (CRSP) at the University of Chicago.

    16 pages

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Client Brochures

Savvy advisors know an educated client can be a powerful partner. Jefferson National created these brochures just for Independent Advisors to pass along to their clients.

  • CUSTOMER BROCHURE: Consumer Guide to Monument AdvisorCUSTOMER BROCHURE: Consumer Guide to Monument AdvisorWelcome your clients to the transparent value of Monument Advisor.

    2 pages

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  • CUSTOMER BROCHURE: Underlying Investment Option GuideCUSTOMER BROCHURE: Underlying Investment Option GuideJefferson National's Monument Advisor offers more than 350 investment options, the industry's broadest selection of tax-deferred funds (7x more according to MORNINGSTAR®).

    20 pages

    Download
  • CUSTOMER BROCHURE: Harnessing the Power of Tax DeferralCUSTOMER BROCHURE: Harnessing the Power of Tax DeferralJefferson National's Moument Advisor offers HNW investors a simple, low-cost alternative to tax defer and accumulate wealth. See how this flat-fee VA allows you to Harness the Power of Tax Deferral.

    2 pages

    Download
  • CUSTOMER BROCHURE: Saving With a 1035 ExchangeCUSTOMER BROCHURE: Saving With a 1035 ExchangeOur average customer saves more than $2,500 in fees - read about how much you may save by making the switch to our low-cost variable annuity Monument Advisor.

    2 pages

    Download
  • CUSTOMER BROCHURE: Monument Advisor: A Pure Separate Account ProductCUSTOMER BROCHURE: Monument Advisor: A Pure Separate Account ProductMonument Advisor is a pure separate account product. Educate your clients about why being a separate account product matters.

    1 page

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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 and underlying fund prospectuses 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 59½ 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-publications-20110819