Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

With our flexible application assistant, we offer three ways for you to complete an application.

I would like to receive my application by:*


If you are an Advisor, you must log in to the Advisor (MAx) site to access the financial professional application kit. Click here to log in (or register for the Advisor site), and then return to this page.


Consumer Information
City:*  
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Monument Advisor must be sold by a Registered Representative affiliated with a Broker/Dealer in the states of FL and NV.

In New York, a consumer is required to purchase Monument Advisor New York through a licensed agent or broker. Please call 866.667.0564 for assistance.

For all other states, if you are representing your client as a Registered Representative, your Broker/Dealer must have a Selling Group Agreement with Jefferson National, and you must be appointed with Jefferson National to sell variable annuities in the Application State selected to be able to sell this product.

*Indicates required field.

In New York, a consumer is required to purchase Monument Advisor New York through a licensed agent or broker. Please call 866.667.0564 for assistance.

If you'd like to download the Replacement paperwork (Regulation 60 forms) and an application, click "OK."


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