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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.

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Product Brochures

Learn how Jefferson National's Monument Advisor helps to grow assets tax deferred allowing you to potentially accumulate wealth faster.

2 pages

Download this fact sheet for an at-a-glance view of our Investment-Only Variable Annuity, Monument Advisor.

2 pages

Our average customer saves more than $3,100 in fees - read about how much you may save by making the switch to our low-cost variable annuity Monument Advisor.

2 pages

Jefferson National's Monument Advisor offers HNW investors a simple, low-cost alternative to tax defer and accumulate wealth. See how this flat-fee VA allows you to Harness the Power of Tax Deferral.

1 page

Learn about Jefferson National's Non-Qualified Stretch payout option, which can provide a lifetime stream of income for your beneficiaries.

2 pages

Jefferson National's Monument Advisor offers more than 350 investment options from 40+ families.

8 pages

For financial professionals

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR PUBLIC USE.

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Jefferson National's Monument Advisor eBook

Jefferson National’s eBook contains insights, answers, benefits, and tools that are designed to help you grow your business with Monument Advisor, the industry’s only flat-fee Investment-Only VA.

16 pages
BROCHURE: Monument Advisor Overview

Learn how Monument Advisor, the industry’s first flat-fee VA, may help boost portfolio returns .85% - 1.00% without increasing risk.

2 pages
BROCHURE: 1035 Exchange for Advisors

Our average customer saves more than $3,100 in fees - read about how much you may save your clients with a simple 1035 to our low-cost variable annuity Monument Advisor.

4 pages
BROCHURE: The Power of Tax Deferral

Jefferson National’s Monument Advisor offers HNW investors a simple, low-cost alternative to tax defer and accumulate wealth. See how this flat-fee VA allows you to harness the Power of Tax Deferral.

3 pages
BROCHURE: Underlying Investment Option Guide

Jefferson National's Monument Advisor offers more than 350 investment options from 40+ families.

16 pages
BROCHURE: Trusts and Annuities

Read about how our next generation Investment-Only Variable Annuity will change your mind about choosing VAs for trusts.

2 pages
BROCHURE: Revocable Trust Fact Sheet

Revocable trusts can be a useful tool for your clients' legacy planning needs. Using our IOVA, Monument Advisor, for your clients' trust assets can provide even greater benefits. Download the fact sheet to learn more.

3 pages
BROCHURE: Irrevocable Trust Fact Sheet

Irrevocable trusts are fundamentally tax-inefficient. Learn how our IOVA, Monument Advisor, can help your clients' trust assets grow tax-deferred.

3 pages
BROCHURE: NIMCRUT Fact Sheet

Learn how Net-Income with Make-Up Charitable Remainder Unitrusts (NIMCRUTs) work and how our Invesment-Only Variable Annuity could grow trust assets through tax-deferred accumulation.

4 pages
BROCHURE: Marital/Family Trust Fact Sheet

Download the fact sheet for more information on how our IOVA, Monument Advisor, can provide accumulation potential for your clients' marital or family trust assets.

2 pages
BROCHURE: Restricted Stretch

Jefferson National's Monument Advisor offers a simplified legacy planning solution without the cost or complexity of other structures.

4 pages
BROCHURE: Variable Insurance Trusts (VITs) vs. Retail Mutual Funds

Download this brochure to learn about the differences between Variable Insurance Trusts (VITs) and Mutual Funds.

1 page
BROCHURE: JeffNat's Low-Cost Fund Platform Description

Our new Low-Cost Fund Platform now allows investors to easily move assets in and out of these funds without paying a “per transaction” fee.

3 pages
BROCHURE: A Guide to the Taxation of Management Fees

Pulling your management fee doesn't have to be difficult. This brochure explains three different methods you can use to simplify the process.

1 page
BROCHURE: Going Independent

Going Independent? Read this brochure to learn about Jefferson National's solution for migrating your variable annuity assets to a fee-based or fee-only model.

2 pages
BROCHURE: Transitioning to Fee-Based

Learn more about what Jefferson National has to offer for Fee-Based advisors.

3 pages
BROCHURE: JeffNat's Facts on Financials Description

Jefferson National is a recognized innovator of financial products for fee-based and fee-only financial advisors, and the clients they serve.

2 pages
BROCHURE: Monument Advisor: A Pure Separate Account Product

Monument Advisor is a pure separate account product. Educate your clients about why being a separate account product matters.

1 page