Jefferson National Annuity
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All companies are affiliates of Nationwide Life Insurance Company.
Jefferson national annuity. Louisville KY 40223. Nationwide Financial is planning to greatly expand their variable annuity business through the purchase of Jefferson National a strong player in the variable annuity game. JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G AND JEFFERSON NATIONAL LIFE INSURANCE COMPANY This prospectus describes the Monument Advisor Individual Variable Annuity Contract Contract offered by Jefferson National Life Insurance Company We Us Our.
9920 Corporate Campus Drive Suite 1000. The address is 10350 Ormsby Park Place Louisville US-KY 40223 US. Jefferson National currently serves nearly 4000 RIAs and fee-based advisors with its innovative product Monument Advisor the industrys first 1 Flat-Fee 2 Investment-Only Variable Annuity IOVA.
In New York Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York New York NY. Jefferson National was founded in 1937 so this insurer has more than 80 years in the business of providing clients with a way to grow their savings and to also receive an income in retirement. The Company offers fixed income asset allocation wealth transfer retirement income and portfolio advisory.
FOR FINANCIAL PROFESSIONAL USE ONLY. Opening Thoughts on the Jefferson National Monument Advisor Variable Annuity. Toggle navigation open corp data.
The general distributor is Jefferson National Securities Corporation FINRA member. This transaction will allow Jefferson National to considerably expand and enhance its ability to serve RIAs and fee-based advisors with a far greater variety of value-added products and services that meet the. Page 1 of 2 ast ate 04102015.
In contrast to conventional variable annuities which have fees that are a percentage of assets the Monument Advisor Variable annuity comes with a flat fee of 20 per month. Jefferson National is a leader and innovator in the field of variable annuities. Insurance Company Nationwide Life and Annuity Insurance Company Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York collectively referred to as Nationwide.