Can you compare this directly with a fixed index annuity please? In fact, we dare say that this website is the only place online where you can find the whole story about this annuity and not just the positive aspects of it. If so, let us know the name of the annuity (or annuities, if there is more than just one), and our team of annuity geeks will get on it! . If you have any questions or comments regarding variable annuities or your Monument Advisor policy, contact Jefferson National's Advisor Support Desk at 1-866-667-0564 or visit www.jeffnat.com. GENERAL COUNSEL AND SECRETARY 0 The Invesco Core Plus bond provides an active intermediate-term bond strategy, which is actively managed and seeks to deliver income, growth potential and protection during times of market volatility. Additional low-cost . In order to be perfectly clear here, we do want to state before we go any further, that we believe annuities can provide investors with some very good benefits provided that the product fits in with your other key financial goals. %PDF-1.7 % Under terms of the agreement, Nationwide Life Insurance Company will purchase all of the stock of Jefferson National, which will become a wholly owned subsidiary of Nationwide. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. And, there are no Management & Expense (M&E) charges, nor any surrender charges or surrender period. The funds have been added as part of Jefferson National's Monument Advisor, which offers a tax-deferred investing solution that aims to improve performance potential of tax-inefficient strategies without increasing risk.With these new funds, Jefferson National now has nearly 400 underlying funds in its lineup. In order to best support you, we would need some additional information from you. Register Now We're here to answer your questions 1-866-667-0564 Setup your online account access The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. Sponsored. If you have any additional questions regarding the Jefferson National Monument Advisor variable annuity, or if you see any information that doesnt look quite right, please contact us and we will be happy to walk you through your questions and concerns. If you really want to know how this annuity works including the good, the bad, and yes even the ugly, we can help you to sort it all out which in turn, can allow you to reach a better conclusion as to whether or not this is the right annuity for you. NEW YORK & LOUISVILLE, Ky.--(BUSINESS WIRE)--Jun. 0001193125-22-072657.txt : 20220311 0001193125-22-072657.hdr.sgml : 20220311 20220311073457 accession number: 0001193125-22-072657 conformed submission type: 497 public document count: 1 filed as of date: 20220311 date as of change: 20220311 effectiveness date: 20220311 filer: company data: company conformed name: jefferson national life annuity account g central index key: 0001005336 irs . SALES SOAR FOR JEFFERSON, BUT COMPETITION FORMIDABLE After a management buy-out in 2011, Jefferson National has focused on marketing Monument Adviser, a variable annuity product to fee-based advisers. Hey Jerry, Thank you for your comment. With that in mind, for each dollar that you put into a variable annuity, the product is only going to promise you less income that its fixed annuity counterpart, but still have you endure sleepless nights worrying about the risk of your principal. The key is omni-solutions, where the customer has the flexibility to move seamlessly from a digital environment to a human interaction if required. It does not have mortality or expense fees and it's basic contract makes it one of the lowest cost VAs available. Go to jefferson national advisor login page via official link below. The insurer's Monument Advisor . Jefferson National's product provides over 250 investment options, including Rydex and Pro Funds, which offer alternative assets and bull and bear market funds. When compared to traditional VAs charging an average of 135 bps 2 in M&E expenses, a tax-free 1035 exchange to Monument advisor could save clients as much as $3,100 in first . Lincoln National Life has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. When you really drill down to what a variable annuity is supposed to do, these products are primarily designed for two key missions in mind. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. There are three different strategies that can be used with the Monument Advisor variable annuity. Insurance companies change their rates all the time to attract new customers. Please read it and keep it with your prospectus for future reference. However, because there are also certain costs and risks that are involved with variable annuities, you really need to know exactly what youre getting into, and what to expect, before moving forward. November 10, 2016, Louisville, KY and Omaha, NE - For the first time, Orion clients using Jefferson National's Monument Advisor, the industry's first1 and only Flat-Fee2 Investment-Only Variable Annuity (IOVA) with more than 350 underlying funds, can now trade directly on the Orion platform,. Jefferson National holds in excess of $5 billion and has nearly $516 in its high-quality investment portfolio, with roughly $42 million of total statutory capital and surplus. There can also be a number of fees. When gathering information about annuities via the Internet, it is possible that you have come across many conflicting details about these products. Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. It is not a recommendation to purchase or to sell an annuity. Required fields are marked *. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. Very few firms across the industry have aggregated the advisor network that Jefferson National has built over the past several years. Because the value of a variable annuity can fluctuate so much, insurance carriers can really only guarantee a small amount of income oftentimes even less than that of a fixed annuity, which is safer. For complete information about the cookies we use, data we collect and how we process them, please check our. Partnering with the Jefferson National team will enable Nationwide to expand our distribution footprint and meet the needs of investors and retirement savers who want to do business in a fee-based advisor environment after implementation of the DOL fiduciary standard, said Nationwide CEO Steve Rasmussen. Not a deposit Not FDIC or NCUSIF insured Not guaranteed by the institution Not insured by any federal government agency May lose value. Jefferson Nationals Monument Advisor offers nearly 380 investment options, including more than 70 alternativesthe industrys most underlying funds[iii] and the most liquid alternatives[iv] utilizing strategies like those favored by hedge funds and elite institutional investors. Jefferson National Life Insurance Company of New York is offering its highly innovative flat fee VA in New York. Jefferson National creates products that are low in cost, yet high in value, like our flagship flat-fee variable annuity Monument Advisor. All content is for educational purposes only. In analyzing any type of financial vehicle, it is important for investors to determine what their overall goals are. Unfortunately, many investors opt not to read over all of the products details, instead relying on the advice of their insurance or financial professional. Fort Monroe is the largest stone fort built in the United States and the only moat-encircled fort remaining in active duty. The monument was amazing. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. This website is using a security service to protect itself from online attacks. About Us; FOX Team; Blog; Talent; Contact; Sign In denver, co and louisville, ky-- (marketwired - march 30, 2016) - trust company of america (tca) and jefferson national, two recognized innovators committed to serving registered investment. These include: Strategy #1: Create your own portfolio of tax-inefficient funds. Variable products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Advisory Income Quote is only available for Financial Processionals, please contact your Advisor to get a quote. These are to grow principal and to produce income. But the reality is that variable annuities are not really all that good at producing income primarily due to the risk that these financial products present to the investors, as well as to the insurance companies that provide them. The Jefferson National technology platform will also support the need for multiple money managers. Were excited about this transaction because it will firmly establish Nationwide in the fee-based market while maintaining our strong presence in the brokerage channel.. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. d73678d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. endstream endobj 657 0 obj <>>>/Metadata 182 0 R/Names 688 0 R/OCProperties<. Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. How an Insurance or Financial Advisor Might "Pitch" this Annuity Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . Jefferson National 's so-called Monument Advisor is a flat-fee, investment-only variable annuity. This prospectus describes The Monument Advisor Variable Annuity Contract offered by Jefferson National. Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company. . This product is a no-load variable annuity, meaning it has no sales charge or front-end load charge. These new additions allow advisors to take advantage of fixed income returns across sectors and around the world with the Janus and Columbia funds, as well as a broad mix of alternative strategies thoughtfully assembled in the Permal fund. Account Holders, sign up to manage your assets on our Account Management site. This, however, could prove to be tricky and costly depending on whether or not your current annuity is still in the surrender charge period, and/or if it has an income guarantee. 720 0 obj <>stream Forgot your Password? One of the leading life insurance companies offering variable annuities to RIAs is without a chief operating officer. Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Jefferson National Monument Advisor Variable Annuity. AnnuityGator. We would be happy to compare this product for you. You found that icon, nice; things that arent inherently understandable or are otherwise arcane financial knowledge can be explained through this easily hidden and unobstructive modal method. This supplement updates certain information contained in your prospectus. The monument was amazing. A guide explained the history of the monument, it's funding and some interesting anecdotes (when the stairs are used - for emergencies only, the thickness of the walls (9 feet at the bottom, 2 1 . If you have never been to our website before, then allow us to personally welcome you here to AnnuityGator.com. 26,868,068 articles and books. [ii] Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. You can email the site owner to let them know you were blocked. To learn more, please visit www.jeffnat.com. There was a small table which belonged to Jefferson Davis, a small exhibit showing what his office would have looked like, several items from Kentucky's last and oldest Confederate Soldier and a short video showing how the monument was built. This variable annuity offers more than 380 different investment options, from more than 40 fund families. JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough. Jefferson National Life Annuity Account G Form 497. As an example, when it comes to variable annuities, these products allow you a way to obtain a higher return than that of a fixed annuity and you can also do so without having to pay tax on your gains each year (until the time you make withdrawals). COLUMBUS, Ohio Nationwide, one of the largest providers of insurance and financial services products in the U.S., announced today that it has entered into a definitive agreement to purchase Louisville, Ky.-based Jefferson National, an industry-leading distributor of tax-advantaged investing solutions for registered investment advisors (RIAs), fee-based advisors and the clients they serve. Terms of the purchase agreement between Nationwide Life Insurance Company and Jefferson National are not being disclosed. With its ability to capture diverse income sources, and a distinct emphasis on risk management, PIMCO Income Fund delivers consistent monthly dividends throughout changing market conditions, targeting a high and consistent level of income. Login to website with your username and password. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. Printer Friendly. We are always happy to help others in determining whether or not a particular annuity may be right for them. An elevator takes you up over 350' high from which you can look out three windows and see the beautiful Kentucky countryside. Investors should discuss their specific situation with their financial professional. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). We have been doing this for quite some time now much longer than our competitors and because of that, we have come to be a trusted source of annuity information. About Exceed Investments LLC. You may also have attended an annuity seminar in the recent past where the presenter went over the details about the Jefferson National Monument Advisor Variable Annuity, or some other similar product. Are there any other annuities that you would like to have us review? The Monument Advisor annuity is a no-load, no-commission, no-surrender charge variable annuity with a flat insurance fee of $20 per month for clients who invest at least $25,000. Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models. . Your IP: We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money. While most annuities have mortality and expense fees, the low-cost product that Nationwide. Clearly, the fee-based model is growing as a way to reach savers so we can help them prepare for and live in retirement, said Nationwide Financial President and Chief Operating Officer Kirt Walker. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured. We are a team of annuity experts who are highly focused on offering in-depth, yet non-biased, annuity reviews. In New York Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York New York NY. Rather than sending the info back and forth via email, it would be best to discuss by phone. We also use content and scripts from third parties that may use tracking technologies. To do so, you may reach out to us via phone at (888) 440-2468, or by going to: http://annuitygator.com/contact/. Two more NextShares funds hit the market, senior living facilities catering to specific groups and a partnership between Jefferson National and Trust Company of America Louisville, KYMay 9, 2016Jefferson National, a market leader in tax-advantaged investing for RIAs and fee-based advisors, continues to enhance its fund lineup within Monument Advisor, the industry's first [i] Flat-Fee [ii] Investment-Only Variable Annuity (IOVA). Exchange your annuity to our flat-fee IOVA, Monument Advisor. You can selectively provide your consent below to allow such third party embeds. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Deloitte Corporate Finance LLC and Sutherland Asbill & Brennan LLP served as the financial and legal advisors for Nationwide in connection with the transaction. Periodicals Literature. Thank you, Greg w. Hi Greg Thank you for your message. The Fidelity Freedom Income Fund provides a retirement income portfolio option. All Rights Reserved | Privacy Policy, Independent Review of the Lincoln National Life Core Income Built with iShares Variable Annuity, Independent Review of the National Western Life NWL Ultra Future Fixed Indexed Annuity with Income Outlook Plus 5 Rider, We use cookies to enhance your experience while using our website. In the case of the Monument Advisor variable annuity from Jefferson National, there are some positive, and unique, features, such as the low, flat fees, along with the ability to choose from nearly 400 different investment options. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. Nothing on this website is a recommendation to buy or sell an annuity. But there are also some tradeoffs that you need to think about which can still include being exposed to the risk of a market downturn which could end up reducing a substantial amount of your hard earned savings. Throughout the years, the company has won more than 50 different industry awards, including being recognized as the DMA 2010 Financial Services Company of the Year. Today, Jefferson National is a part of the Nationwide family of companies. For example, if you are currently paying an additional amount of premium for an income guarantee on your annuity, you are only able to access the guarantee(s) as lifetime income often at a certain percentage per year and not as a lump sum. Here, this annuity charges additional fund platform fees that can range from .10% to .35%. However, dont get the impression that investing in this annuity is completely free. Your email address will not be published. Thank you for offering your feedback on our website's design and functionality. Please email ryan.ankrom@nationwide.com or call 614-249-6349 to book. One reason for this is because variable annuities have a number of moving parts and, depending on the actual product that you purchase, as well as any other optional riders that you add, you could find yourself wading through a twisted maze of fine print in order to determine just exactly what is happening with your money. " Great Ambiance " 31/10/2022. See the prospectus for details. We look forward to hearing from you. Colorado-based Trust Company of America said Tuesday it will begin offering Jefferson National's Monument Advisor, a flat-fee Investment-Only Variable Annuity (IOVA) with more than 350 underlying funds. For investors who are considering the purchase of a variable annuity, it is important to have a good understanding of how these products work and how they may, or may not, work well for you. David Lau, the COO at Jefferson National Life Insurance for the past nine. The Monument Advisor is Jefferson National's popular low-cost investment only variable annuity product. The custodian will include the Monument Advisor product on its NetX360 technology platform for fee-based advisors, including registered investment advisors, Jefferson National announced last Thursday. JEFFERSON NATIONAL LIFE INSURANCE COMPANY of New York (Name of Depositor) 10350 Ormsby Park Place Louisville, KY 40223 (Address of Depositor's Principal Executive Offices) Depositor's Telephone Number: (866) 667-0561 NAME AND ADDRESS OF AGENT FOR SERVICE: CRAIG A. HAWLEY, ESQ. FeX"bv517'pn08gkuba| 0l%'wL x(c|xoAp2w=^vWAIj `}H20;~@,@3P_ &I /PRNewswire/ -- Jefferson National, the recognized innovator of a leading tax-advantaged investing solution for Registered Investment Advisors (RIAs),. The company was the first to offer a flat fee variable annuity. d323111d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. Nationwide is a powerhouse in the insurance and financial services industry, and we are thrilled by the incredible opportunity of our new agreement, built on a shared commitment to meet the needs of advisors and their clients with transparency, choice and greater value, said Mitchell H. Caplan, CEO of Jefferson National. Yet, while there are some very good sites online today, many of them are really only after your contact information and in vying to obtain these details, they will work to lure you in by making claims about their annuities such as: But, as enticing as these claims might sound, it makes it even more important for you to verify that they are actually true before you commit to placing a large chunk of your retirement savings into such a product. Here, an annuity owner could pay as little as a flat $20 per month fee. Unlike most other variable annuity products, the Jefferson National Monument Variable Annuity offers a flat monthly fee, rather than annual charges. " 08/09/2022. The company serves advisors and clients nationwide, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. Create and save reports in any of our calculators and use them to quickly generate proposals for your clients. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . Jefferson National Life Insurance Company (Name of Depositor) 10350 Ormsby Park Place, Louisville, Kentucky 40223 (Address of Depositor's Principal Executive Offices) (Zip Code) (866) 667-0561 Depositor's Telephone Number, including Area Code Denise L. Skingle, Vice President and Secretary One Nationwide Plaza, Columbus, Ohio 43215 Create an Account Holder account Log In User ID Password Forgot your User ID? Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. Louisville, KY May 2, 2017 Jefferson National, now operating as Nationwide's advisory solutions business, adds six new funds to Monument Advisor, the industry's first[i] and only Flat-Fee[ii] Investment-Only Variable Annuity (IOVA). Companies; Documents; Forms; Alerts; Stock Ticker Lookup. Annuity Gator, Your email address will not be published. This, however, could be a big mistake especially when youre considering the fate of a large chunk of your retirement savings. Until you decide to begin receiving Annuity Payments, your Contract is in the Accumulation Period. Monument Advisor is an authentic Investment-Only Variable Annuity (IOVA.) Save my name, email, and website in this browser for the next time I comment. The company has been recognized as an innovator of tax-advantaged investing solutions, and its products are offered by nearly 4,000 Registered Investment Advisors (RIAs) and fee-based financial advisors nationwide. Financial Institutions Profiles Series Jefferson National Financial: The No-Load Investment-Only Annuity Innovator (Table of Contents) July 9, 2015 329 reviews. This company is headquartered in Louisville, Kentucky, and it offers its products in all 50 of the U.S. states, plus the District of Columbia. Jefferson National, seller of the popular Monument Advisor family of variable annuities, has announced it is offering three new liquid alternative investment choices for financial advisors. The company is active in the variable annuity industry with products such as Monument Advisor. Registration Date 2004-05-05 Last Update 2014-11-14 Domain Length 20 . The outside walls are 10 feet thick. Jefferson National is a leader and innovator in the field of variable annuities. David Lau, Jefferson National Financial's chief operating officer, has vacated the post after nine years with the company, company officials confirmed today. As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. 2022 Nationwide Mutual Insurance Company and affiliated companies. Jefferson National does not offer tax advice. Publicly Available Data About The Domain. But along with that also comes downside risk. Therefore, you can only obtain the actual value of your investments, and not the guaranteed value. 497 1 d73678d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) . And its profile concludes with the highlights of its organizational structure & ownership. Jefferson National essentially revolutionized variable annuities when it launched the Monument Advisor, and the company claims to have saved clients more than $60 million in insurance fees, while also allowing consumers to maximize the value of tax deferral. Jefferson National describes the Monument Advisor as the industrys first flat-fee variable annuity. When it comes to the investment side, a variable annuity can offer investors the opportunity of unlimited growth. In addition, Jefferson National's Monument Advisor offers 46 subaccounts with the Four-Star Morningstar Rating, for a combined total of 96 Morningstar 5-Star and 4-Star rated subaccounts, also . With the industrys most underlying funds, and more liquid alternatives than any other Investment-Only VA, Jefferson Nationals Monument Advisor is the leading tax-advantaged investing solution designed to meet the needs of more RIAs and fee-based advisors.. In fact, it could even be your need for more details on this annuity prior to making a purchase commitment that has ultimately led you here to our website today. A leading . Given that, if you did benefit from the information in this review, then please feel free to share it by forwarding it on to anyone else whom you know that may also benefit from it. Monument Advisor adds six new investment options, including three new alternatives. This brochure will help you understand the Regulation 60 procedures you'll need. Due to its many low fee-related benefits, and its vast amount of funds to choose from, it is probable that an advisor may even suggest that you do an annuity rescue and exchange a current annuity that you already own for the Monument Advisor. As with other variable annuity products, there are also additional charges, based on the underlying investments that are selected. So, for instance, if the investments in your current annuity contract are worth $100,000 but the guaranteed value is closer to $140,000 or $150,000, then you are only able to get the $100,000 if you opt to transfer over to a different annuity. Follow these easy steps to jefferson national advisor login: Step 1. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. This is an independent annuity product review. 686 0 obj <>/Filter/FlateDecode/ID[<8DDDFB593FE66E498AF8B5A31206805C><9EA5750584BFDA4292CE28F481D00558>]/Index[656 65]/Info 655 0 R/Length 130/Prev 1136938/Root 657 0 R/Size 721/Type/XRef/W[1 3 1]>>stream If you still can`t access jefferson national advisor login then choose another link from the list below. anaged by recognized financial manager and author Bill Gross, the Janus Aspen Global Unconstrained Bond Portfolio invests broadly across global fixed income markets and is not constrained by benchmark-specific guidelines. %%EOF If you have landed on our website today seeking more details on the Monument Advisor Variable Annuity from Jefferson Nation, then you are definitely in the right place. Please feel free to contact us directly, toll-free, at (888) 440-2468 to chat with one of our annuity specialists or visit http://annuitygator.com/contact/ Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. NATIONAL MONUMENT ADVISOR PRODUCT? Thats where having an Annuity Investigator who loves math comes in. This is not entirely surprising, though, as there is a myriad of annuities available today, and there are numerous thoughts about these financial vehicles. . Free Online Library: Jefferson national offers low-cost variable annuity. Search / Go. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. 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 practice model of this growing channel. Also, if you happened to notice anything in this review that may be outdated or in need of revision, please let us know that, too and we will make the necessary updates as soon as possible. However, if required, an agent is always there to assist , from our interview with Legal & General Americas president and CEO Mark Holweger, on the emergence of Fintech and the digital sale of life insurance, Advertise with Us | 508-641-2418 | info@lifehealth.com | Privacy | 2022 JonHope Publishing Company, Inc. | Find us on Facebook Twitter LinkedIn, Boston-Area Website Design by BKJ Productions, where every basis point counts, a growing number of advisors are using alternative investments to help hedge against volatility, MassMutual Introduces Mobile App For BeneClick! All of the names, materials, and marks that have been used in compiling this annuity review are the property of their respective owners. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. The company would not elaborate on. Jefferson National not only brings a strong advisor base, it also offers sophisticated technology and marketing capabilities to help clients accumulate more wealth and reach their financial goals. This will complement our strong brokerage distribution channel and allow customers to do business with us in the manner they prefer. We also realize that this annuity review went a bit on the long side and for that, we thank you for sticking with us through to the end. That is because the flat fee of $20 that is charged adds up to a minimum yearly expense of $240 and this amount could actually be considerably more. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. There is no surrender penalty, but the product still boasts a large amount of investment options to choose from. Jefferson National Financial, a leading innovator of products and services for Registered Investment Advisors (RIAs) and fee-based advisors, announced today that it has successfully completed a management buyout led by Financial Partners Fund ("FPF"), a unit of Citi Capital Advisors, The Stephens Group and Eric Schwartz, a private investor. An annuity is a contract between you, the Owner, and Us. Here, advisors can use the companys technology platform and fund selection to create model portfolios for their clients. Cuisines: American, Bar. Log in to your account - Nationwide Advisory Solutions For Financial Professionals Investment needs Products Tools Working with us About Log In Log in to your account User ID Password Forgot your user ID or password ? In todays challenging market where every basis point counts, a growing number of advisors are using alternative investments to help hedge against volatility and build more resilient client portfoliosand they understand the benefits of using the power of tax deferral to help clients optimize these strategies, said Laurence Greenberg, President of Jefferson National. Jefferson National Life Annuity Account G Form 497. Combining forces with Jefferson National will accelerate Nationwides ability to establish a credible foothold in the fee-based market rather than trying to build this capability on our own. The general distributor is Nationwide Investment Services Corporation, member FINRA , Columbus, OH. If you have been leaning towards purchasing the Jefferson National Monumental Advisor variable annuity, then you may have noticed that just like other annuities in the marketplace this product can perform quite well in some areas, where in other areas it may not really perform up to par. 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. Regardless of your feelings about the Civil War, Jefferson Davis was an amazing, accomplished man. In addition, the use of a powerful technology platform can enable the creation and management of model portfolios within the annuity. Jefferson National not only brings a strong advisor base, it also offers sophisticated technology and marketing capabilities to help clients accumulate more wealth and reach their financial goals. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); AnnuityGator.com offers independent annuity product reviews. Jefferson National essentially revolutionized variable annuities when it launched the Monument Advisor, and the company claims to have saved clients more than $60 million in insurance fees, while also allowing consumers to maximize the value of tax deferral. hbbd```b``"IY r uV LE"[Hd@$W"`3SlO eq-.g$>$% | The partnership will allow advisors to build their own portfolios within Monument Advisor, using more than 350 underlying funds. The annuity review that you are reading right now was put here with the intent of assisting you in understanding all of the small print that is associated with the Jefferson National Monument Advisor Variable Annuity. Monument Advisor Annuity; Legacy Annuity Business. . Life insurance still needs an agent to sell the benefits, however once the customer has decided to purchase coverage, the Fintechs look to make things quick and seamless in a digital world, where possible, so the customer is empowered to complete the application process. /PRNewswire/ -- Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors. Louisville, KYMay 9, 2016Jefferson National, a market leader in tax-advantaged investing for RIAs and fee-based advisors, continues to enhance its fund lineup within Monument Advisor, the industrys first[i] Flat-Fee[ii] Investment-Only Variable Annuity (IOVA). In some cases, for example, a product may appear to offer the best of both worlds, such as the opportunity for growth, along with a stream of lifetime income. While a variable annuity can provide some benefit, both during the accumulation phase, as well as when it is paying out an income stream, the inner workings of these products can tend to be a bit confusing. 0.8 km from Washington Monument. NEW YORK & LOUISVILLE, Ky.--(BUSINESS WIRE)-- Jefferson Nationals Monument Advisor, the first flat-insurance fee variable annuity with the largest supermarket of more than 175 tax-deferred . We can provide this service to you, so just contact us and we will use our annuity calculator to provide you with a better illustration of just exactly what this annuity may be able to return for you. Jefferson National, a market leader in tax-advantaged investing through variable annuities for the growing market of Registered Investment Advisors (RIAs) and fee-based advisors, chose SEI to. If you have spent any amount of time researching variable annuities, you may have noticed that financial and insurance advisors will oftentimes provide you the details on all of the positive attributes of the annuity, yet they will gloss over any of the aspects that could be considered as drawbacks. Yet, it is essential when considering the product to also have a good understanding of what you may be giving up in order to attain such benefits. Nationwide Advisory Solutions Create an account Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. Raymond James & Associates and Sidley Austin LLP served as the financial and legal advisors for Jefferson National. In response to advisor demand and challenging market conditions, Jefferson Nationals latest additions include three new funds in the alternative category: Janus Aspen Global Unconstrained Bond Portfolio, Columbia Strategic Income Fund, and Permal Alternative Select VIT Portfolio. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated March 11, 2022 Because of that, the Monument Advisor annuity can be presented as a way to diversify your investment options. Performance & security by Cloudflare. Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better. Permal Alternative Select VIT Portfolio, a liquid alternative, provides diversification across alternative styles: equity hedge, event driven, global macro and relative value. Both Jefferson National and Nationwide seek to provide top-quality products and services. The joint effort will give. Advisors are demanding diversified sources of return to protect clients from an increasingly volatile market environment. Search / Go. Monument Advisor adds six new investment options, including three new alternatives. Jefferson National Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: . Create an Advisor account Account Holders, sign up to manage your assets on our Account Management site. The fort named for James Monroe, the fifth President of the United States, was completion in 1834. Best. For additional information on how to compare annuities so that you can decide which may be the best one for you, Jefferson National essentially revolutionized variable annuities when it launched the Monument Advisor, and the, For those who are seeking the potential for higher growth (as versus a fixed annuity), For those who are seeking diversification in their investments, For those who do not plan on using the lifetime income feature, Given this, the only way to really know if the Jefferson National Monument Advisor annuity will be a good fit for you is to have it tested. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). Monument Advisor, Monument Advisor Select, Monument Advisor NY and Monument Advisor Select NY prospectuses dated May 1, 2021. Advisors will also likely tout the numerous investment options nearly 400 different funds from over 40 different fund families that may be chosen from. LOUISVILLE, Ky., March 1, 2016-- Jefferson National, the recognized innovator of a leading tax-advantaged investing solution for Registered Investment Advisors (RIAs), fee-based advisors and the . Round Robin Bar. Therefore, if your key reason behind obtaining a variable annuity is to obtain a steady lifetime income stream, then this product may not be the best option for you. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to. However, it is our thought that providing a little too much information on an annuity is far better than not providing enough particularly when someone is trying to make a decision that can have life-long financial implications. Benefits Exchange, More Advisors Finding Retirees and Pre-Retirees Represent the Majority of their Business, Prudential Launches Now What? Campaign, Defying Industry Norms Using Moments Of Hope Instead Of Fear, Lincoln Financial Group Enhances Supplemental Health Suite With Expanded Hospital Indemnity Insurance Coverage, Wealthspire Advisors To Acquire Sage Financial Advisors, A Nevada-Based Wealth Management Firm, J.P. Morgan Launches Digital Money Coach To Help Clients Make Smart Money Decisions, Northern Trust Asset Management Selects Sixteen Firms For Minority Broker Program, Securian Financial And Qualified Plan Advisors Introduce Highly Personalized Managed Account Solution For Workplace Retirement Plans, American Health Plans Partners With Integrity To Expand Reach And Accelerate Growth, RISA Framework Blends Psychology With Planning, Fidelity Institutional Enhances Advisor Technology Advancing Open Architecture Commitment. Advisor demand for this strategy has been strong, as evidenced by growing in-flows of PIMCO Income on the retail side, where it has surpassed all other PIMCO retail strategies. Strategy #3: Use a Jefferson National allocation model, powered by CAPPTRUST, in order to meet various investor needs. 69.163.216.13 Probably not a good choice for young children except the ride to the near top of the monument may be attractive for them. The general distributor is Nationwide Investment Services Corporation, member FINRA, Columbus, OH. The transaction is subject to customary closing conditions including approvals from the appropriate state and federal regulatory bodies. 656 0 obj <> endobj This partnership allows us to serve a growing number of RIAs, fee-based advisors and their clients with an expanded offering of innovative investing solutions built to fit the way RIAs and fee-based advisors run their practice.. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. For additional information on how to compare annuities so that you can decide which may be the best one for you, click here in order to obtain our free annuity report. This flat-fee annuity provides greater potential accumulation, is totally transparent and offers the most underlying. Note: Mr. Walker and Mr. Caplan will have limited availability for media interviews between 12:30 PM EDT and 1:30 PM EDT. Step 3. Options Flow - Real Time Feed; Put/Call Ratio - Top Bullish; Put Call Ratio - Top Bearish; SCREENS The acquisition will expand Nationwides ability to sell financial service products through Jefferson Nationals network of RIAs and fee-based advisors and increase each organizations ability to serve more customers in the ways advisors and customers prefer to do business. Prior to committing to the purchase of any type of insurance and/or investment vehicle, it is critical that you do your own due diligence, and that you also talk with a properly licensed professional if you have any questions that relate to your specific situation. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated October 13, 2021 Both parties, which are privately held, expect the transaction to close early in 2017. 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