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open quoteAccording 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.

When it comes to financial advice, advisors know what's what.

No matter how savvy you are about investments, managing your own portfolio can be daunting and complicated.

So at Jefferson National, we think it helps to consider a qualified financial advisor. Even if you have the wherewithal to manage your own portfolio, you may not have enough time, interest or resources to stay on top of fast-breaking market conditions, tax laws and investment performance. Take a moment to consider what a professional financial advisor can offer:

  • skill to tailor financial plans to meet specific needs;
  • objectivity in evaluating potential investments;
  • industry certifications that reflect extensive training and testing as well as a commitment to a high standard of ethics;
  • skill and experience at evaluating potential risks/rewards associated with different investments and customizing investment portfolios.

Because Monument Advisor offers so many investment options, you may extract even greater benefits from it by employing independent investment advice.

 

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-20061207