Jefferson National Named Finalist in 2011 Stevie® Awards for Sales & Customer Service“Financial Services Company of the Year” Continues Building on Winning Streak Following Fifteen Top Awards in 2010
New York, NY and Louisville, KY—January 18, 2010—Jefferson National, innovator of the industry’s first flat-insurance fee variable annuity1 and winner of the DMA “2010 Financial Services Company of the Year” award, continues building on an unprecedented winning streak, being named one of the Finalists for “Customer Service Department of the Year” in the Financial Services category of the fifth annual Stevie Awards for Sales & Customer Service.
“In a challenging economic climate and highly competitive financial services marketplace, Jefferson National continues to be recognized as a leader and an industry innovator,” said David Lau, Chief Operating Officer of Jefferson National. “Our talented and dedicated service team is on the front lines day in and day out, committing themselves to the success of our advisors and helping ensure the financial security of their clients. I am incredibly proud of the work the team does and deeply appreciate the value that they bring to the Jefferson National brand.”
Jefferson National has achieved international recognition from a panel of independent judges for “A Case Study in Customer Service Success,” which profiles the power of the team’s advisor-centric strategy. More than 800 entries from organizations in virtually every industry were submitted to this year’s competition, an increase of more than 60% over 2010. All Stevie finalists will be announced and published on the awards web site at http://www.stevieawards.com/sales. Final judging will take place January 24 - February 4, and Stevie winners will be announced at the 2011 awards gala on Monday, February 21 at the Eden Roc Renaissance Hotel in Miami Beach, Florida.
Jefferson National earned 15 Top Awards in 2010, starting the year with two "Leader Awards" from the Summit Emerging Media Awards competition for its website and its Integrated Marketing and Communications Campaign. In October 2010, Jefferson National was named the DMA’s 2010 Financial Services Company of the Year, winning for an innovative, highly efficient and unprecedented web-based direct marketing strategy, and ranked alongside such previous frontrunners as Wells Fargo, the Hartford and Charles Schwab. In December, Jefferson National wrapped up the year by earning the 2010 Silver Davey Award from the International Academy of the Visual Arts (IAVA) for “helping to push the limits in creativity and design”, as well winning two 2010 “Awards of Excellence” from The Insurance and Financial Communicators Association (IFCA) for ranking “among the best in marketing and communications creativity, design and writing.”
Jefferson National has emerged from a crowded field of nearly 1,000 VA products sold by more than 100 different companies. Jefferson National’s Monument Advisor is recognized as the lowest-cost retirement vehicle on the market2 and has been a leading VA offered by RIAs according to Morningstar VARDS Data.3 Jefferson National’s Monument Advisor offers more than 300 investment options, the industry’s largest selection of tax-deferred funds and six times more underlying funds than the typical VA.4 Jefferson National also offers the industry’s most subaccounts with the Five Star and Four Star Morningstar Rating for a second consecutive year.5
1Jefferson National's Monument Advisor has a $20 monthly flat insurance fee with no transaction fees on more than 97% of underlying funds. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low-cost funds. 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. 2For a $25,000 contract, Monument Advisor's $20 per month insurance fee is lower than 87% of all variable annuity insurance charges. For a $100,000 contract, the $20 insurance fee is lower than all variable annuity insurance charges (Morningstar data as of 12/31/09). 3Morningstar VARDS data as of 12/31/07, 12/31/08. 4Morningstar data as 12/31/09. 5Morningstar data as of 07/15/10.
About The Stevie Awards
Stevie Awards are conferred in four programs: The American Business Awards, The International Business Awards, the Stevie Awards for Women in Business, and the Stevie Awards for Sales & Customer Service. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about The Stevie Awards at www.stevieawards.com. Sponsors of the 5th annual Stevie Awards for Sales & Customer Service include American Support, Infogroup, the Sales Management Association, and ValueSelling Associates.