Switching to our variable annuity1 can save $2700 per year vs. the average VA.2 But don't just use averages, get an actual comparison and see the benefit you can receive from our flat-insurance fee VA.3
1Review current annuity for loss of benefits and/or surrender charges.
2Annual savings are based on an industry average M&E charge of 1.35% (According to Morningstar 12/12). Monument Advisor's flat annual insurance fee of $240, and a Monument Advisor average contract value of $224,000 (as of 12/12).
3Jefferson National's Monument Advisor has a $20 flat insurance fee on more than 97% of our underlying funds. Certain funds also have a transaction fee ranging from $19.99 to $49.99 per transaction, depending on the number of transactions per year. See the prospectus for details. Like other variable annuities, the customer pays fees of the underlying funds selected plus the fees of any advisor hired.