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


Getting Started with Jefferson National

Jefferson National’s award-winning Account Management Platform1 leverages technology in an entirely new way for RIAs and Independent Advisors. Put the Account Management Platform to work for you—open, control and manage your clients’ accounts without breaking a sweat.

Advisors: Register for access to MAX and the Account Management Platform

Register for MAX and the Account Management Platform. RIAs may immediately access tools that make it easy to integrate Monument Advisor into your practice. Broker/Dealer Registered Representatives may register, print and sign the agent questionnaire and preview the site functionality until Jefferson National processes your registration. Use our:

Access the MAX Dashboard

Access the MAX Dashboard to store all comparisons and calculations you’ve run for your clients in one spot

  • Recall any information quickly, or make adjustments to your calculations
  • Prepare client presentations based on these calculations
  • Email these presentations to your clients directly from the website

Apply Online

Complete our online application (you can even do this while the client is in the office), then:

  • Print the completed form
  • Sign the necessary pages
  • Mail to us for expedited processing

Use Our Free Concierge Service

Enter basic client information into our online concierge forms and within 24 hours our Concierge Team will email a completed application back to you.

  • Sections requiring additional information or signatures will be highlighted
  • The file will be password protected
  • In the event of a 1035 Exchange or Transfer, we’ll notify you if the transferring company requires its own forms

1 The Jefferson National website(s) and a combination of software applications, databases, and hardware which process transactions including opening new accounts, creating fund allocations, completing fund transactions, reporting, issuing statements, and managing administrative data, etc.

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-index-20111021