Jefferson National Offers VA Industry’s Most Subaccounts with 5-Star and 4-Star Morningstar Rating™ for Fifth Consecutive YearNext-Generation Flat-Fee Variable Annuity Features 199 Subaccounts with 5 and 4 Star Ratings—More Than 10x Industry Average
Louisville, KY—September 16, 2013—Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, continues to outpace the competition by offering the variable annuity industry’s most subaccounts with the 5-star and 4-star Morningstar Rating™ for a fifth consecutive year.
Jefferson National’s Monument Advisor, the next-generation variable annuity with a flat fee1 and the largest selection of nearly 400 underlying funds, now includes 119 subaccounts with the 5-star Morningstar Rating and 80 subaccounts with the 4-star Morningstar Rating, for a combined total of 199—more than 10 times the industry average. The typical VA offers only 4 subaccounts with the 5-star Morningstar Rating and only 13 subaccounts with the 4-star Morningstar Rating, for a total of 17.2
With its unique approach to variable annuities, Jefferson National continues to lead the industry in providing RIAs and fee-based advisors with a tax-advantaged investing solution to meet a variety of portfolio needs. Jefferson National helps advisors build more durable portfolios with a highly flexible technology platform, the industry’s largest and highest-ranked selection of funds, and a choice of unique models portfolios optimized for tax-efficiency. During the accumulation period, transfers between funds are unlimited3 offering the flexibility to rebalance or transfer tax-free.
“With nearly 400 funds, including the most subaccounts with the 5-star and 4-star Morningstar Rating, Jefferson National can help RIAs and fee-based advisors truly maximize the power of tax-deferral and optimize the tax-efficiency of their clients’ portfolios,” said Laurence Greenberg, President of Jefferson National. “In a challenging market of ongoing volatility and rising taxes, thousands of advisors trust Jefferson National’s unique combination of low cost, more choice to manage risk, hedge against volatility and potentially improve after-tax returns for their clients.”
Jefferson National’s Monument Advisor offers the industry’s largest selection of underlying funds from recognized market leaders such as PIMCO, Invesco, Janus and Putnam, ultra low-cost funds from Vanguard and Dimensional Fund Advisors, and funds designed for dynamic trading from ProFunds and Rydex. Jefferson National also features a broad selection from innovative managers such as Innealta, Virtus and Probabilities Fund, including more than 75 liquid alternative funds that employ strategies like those favored by hedge funds and elite institutional investors. Jefferson National’s suite of model portfolios includes institutional-caliber portfolios from CAPTRUST and Envestnet | PMC, and unique tactical portfolios from industry leaders Braver Capital Management and CMG Capital Management Group.4
1Jefferson National’s Monument Advisor has a $20 monthly flat-insurance fee. 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. 2Morningstar data as of 08/15/13. 3See prospectus for hold times and other details on transfers. 4Additional fees apply. Models fees range from 45bps – 150bps annually. See prospectus for details.
The Morningstar Rating, commonly called the star rating, is a measure of a fund's risk-adjusted return, relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving one star. © 2013 Morningstar, Inc. All Rights Reserved. Past performance is no guarantee of future results.
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