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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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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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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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Platform Alerts 03/01/2016

Jefferson National and Exceed Investments Launch JNF Exceed Defined Shield Index Portfolio

Jefferson National has partnered with Exceed to launch the first “defined outcome” fund within a tax-deferred wrapper to help RIAs and Fee-Based advisors manage the volatile market. The JNF Exceed Defined Shield Index Portfolio is exclusively offered through Jefferson National's Monument Advisor, the industry's first and only flat-fee Investment-Only Variable Annuity (IOVA) with lower cost, more transparency, greater liquidity, and 9x more underlying funds than the typical VA. The fund seeks to track the performance of the Nasdaq Exceed Defined Protection Index (EXPROT), with exposure to the S&P 500, while providing the following:

•             Limiting losses to no more than 12.5% on an annualized basis

•             Annual upside participation at a maximum gain of 15%

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