April 13, 2011
Entrepreneur from Markit and Sailfish Capital Joins DMA “2010 Financial Services Company of the Year” to Grow Asset Management Unit and Launch New Products
March 22, 2011
Innovator of First Flat-Insurance Fee VA Adds More Recognized Third Party Investment Advisors (TPIAs) to Provide Diversification, Superior Value and Tax-Efficient Solutions
January 18, 2011
“Financial Services Company of the Year” Continues Building on Winning Streak Following Fifteen Top Awards in 2010
November 29, 2010
First Flat-Insurance Fee VA Continues Expanding Tax-Efficient Frontier with 60+ New Investment Options including Broad Range of Fixed Income, Ultra-Low Cost, Tactical and Leveraged
November 11, 2010
A Leading RIA Platform and Flat-Insurance Fee VA Partner to Help Fee-Based Advisors Create Value and Streamline Business
The Board of Trustees of the Guggenheim Variable Funds Trust (the “Trust”) has approved plans to liquidate the Guggenheim Macro Opportunities Fund (the “Fund”), an investment option available in the Monument Advisor variable annuity.
The Board of Trustees of the Direxion Insurance Trust (the “Trust”) has approved plans to liquidate the Direxion Dynamic VP HY Bond Fund and the Direxion VP Indexed Managed Futures Strategy Fund, which are offered within Jefferson National’s Monument Advisor Variable Annuity.
Markets will be closed on Monday, September 4, in observance of the Labor Day Holiday. All subaccounts in Jefferson National products will be closed for trading that day.
In response to advisor demand, Jefferson National continues to optimize the robust Monument Advisor investment option lineup with the addition of five new subaccounts effective Friday, October 30, 2015.
The Board of Trustees of the Putnam Voyager Fund, an investment option offered in Jefferson National’s Monument Advisor Variable Annuity, has approved plans to reorganize the fund into another fund which is NOT offered in Monument Advisor.