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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.

Matching up with the right Advisor. You can get there from here.

Fact is anyone can sell you investments. But it takes a specially trained professional to help you match your goals to the most appropriate investments.

That's why you may want to consider a professional advisor in your area. Independent advisors have access to an entire suite of products as well as specialized planning tools. And they're adept at tailoring solutions to meet specific needs. We can provide you with a few names if you'd like.

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Terms of Use

Please be advised that Jefferson National does not endorse, recommend, or guarantee the services of the independent financial advisors whose contact information we may provide. The financial advisors are not employees or agents of Jefferson National. The list will be only a partial list of financial advisors from whom Jefferson National currently agrees to accept client investments. By engaging this service you agree that Jefferson National bears no responsibility for the merits and risks of using any of the independent financial advisors listed.

Jefferson National does not evaluate independent financial advisors in any manner. Jefferson National does not evaluate the performance or investigate the registration status or disciplinary history of financial advisors. Jefferson National does not and will not supervise any financial advisor and takes no responsibility to monitor the financial advisor's performance or transactions in an investor's account. The contact information that you may be provided is for your informational purposes only and you alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any independent financial advisor.

Jefferson National urges you to evaluate carefully any financial advisor that you may consider hiring. For tips on evaluating a financial advisor, visit the investor information website of the US Securities and Exchange Commission, where you may obtain informative publications such as Investment Advisors: What You Need to Know Before Choosing One and Protect Your Money: Check Out Brokers and Advisors.

In exchange for receiving a list of independent financial advisors from whom Jefferson National currently agrees to accept client investments, you agree not to hold Jefferson National liable for any possible claim for damages arising from any decision you make to engage the services of a financial advisor.

I agree to the terms above.


 

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-findanadvisor-20070427