This website is using a security service to protect itself from online attacks. Jefferson National Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: . 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 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. 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 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. 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. 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. Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Jefferson National Monument Advisor Variable Annuity. These are to grow principal and to produce income. Therefore, you can only obtain the actual value of your investments, and not the guaranteed value. Forgot your Password? Please read it and keep it with your prospectus for future reference. 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. As a flat fee variable annuity, the Monument Advisor from Jefferson National would likely be pitched by an insurance or financial advisor as a way to spend less in administrative and management charges, and in turn, accumulate more money in the annuity contract. Financial Institutions Profiles Series Jefferson National Financial: The No-Load Investment-Only Annuity Innovator (Table of Contents) July 9, 2015 The monument was amazing. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . 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. The joint effort will give. There is no surrender penalty, but the product still boasts a large amount of investment options to choose from. 1401 Pennsylvania Ave NW The Willard InterContinental. 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 . All content is for educational purposes only. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated March 11, 2022 To do so, you may reach out to us via phone at (888) 440-2468, or by going to: http://annuitygator.com/contact/. NEW YORK & LOUISVILLE, Ky.--(BUSINESS WIRE)--Jun. We are always happy to help others in determining whether or not a particular annuity may be right for them. Jefferson National 's so-called Monument Advisor is a flat-fee, investment-only variable annuity. Here, advisors can use the companys technology platform and fund selection to create model portfolios for their clients. 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. 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. Nothing on this website is a recommendation to buy or sell an annuity. Monument Advisor adds six new investment options, including three new alternatives. Before purchasing any investment product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. Jefferson National currently serves nearly 4,000 RIAs and fee-based advisors with its innovative product Monument Advisor, the industrys firstFlat-FeeInvestment-Only Variable Annuity (IOVA). 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. 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. 0.8 km from Washington Monument. 497 1 d73678d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) . Cuisines: American, Bar. Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Columbia Strategic Income Fund seeks total return consisting of current income and capital appreciation. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Strategy #2: Use a third-party investment advisor. This prospectus describes The Monument Advisor Variable Annuity Contract offered by Jefferson National. We would be happy to compare this product for you. Here, an annuity owner could pay as little as a flat $20 per month fee. The Fidelity Freedom Income Fund provides a retirement income portfolio option. 69.163.216.13 There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. For additional information on how to compare annuities so that you can decide which may be the best one for you, Jefferson National essentially revolutionized variable annuities when it launched the Monument Advisor, and the, For those who are seeking the potential for higher growth (as versus a fixed annuity), For those who are seeking diversification in their investments, For those who do not plan on using the lifetime income feature, Given this, the only way to really know if the Jefferson National Monument Advisor annuity will be a good fit for you is to have it tested. Additional low-cost . If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. Exchange your annuity to our flat-fee IOVA, Monument Advisor. When it comes to the investment side, a variable annuity can offer investors the opportunity of unlimited growth. . Advisors are demanding diversified sources of return to protect clients from an increasingly volatile market environment. And its profile concludes with the highlights of its organizational structure & ownership. Note: Mr. Walker and Mr. Caplan will have limited availability for media interviews between 12:30 PM EDT and 1:30 PM EDT. While most annuities have mortality and expense fees, the low-cost product that Nationwide. In addition, there is no surrender period, nor surrender charges so those who own this annuity are able to fully liquidate the contract at any time. >&jUsFnk3.yM|~%O!Vd"V}*;::D\;Qb @X0 K(C5p`z .@Z>Ldd }Ai"e={pC7#,"*Ve*IF?p`^hs!`$H/h|dI&;IJN-8e 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. We also use content and scripts from third parties that may use tracking technologies. 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. These include: Strategy #1: Create your own portfolio of tax-inefficient funds. " Great Ambiance " 31/10/2022. Click to reveal This flat-fee annuity provides greater potential accumulation, is totally transparent and offers the most underlying. 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. Registration Date 2004-05-05 Last Update 2014-11-14 Domain Length 20 . Reviews are posted at the request of readers so they could see an independent perspective when breaking down the positives and negatives of specific annuity contracts. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Lincoln National Life has not endorsed this review in any way, nor do we receive any type of compensation for providing this review. 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. Performance & security by Cloudflare. 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 . 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 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. 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. "Tactical asset allocation is. Both parties, which are privately held, expect the transaction to close early in 2017. 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. 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. Fort Monroe is the largest stone fort built in the United States and the only moat-encircled fort remaining in active duty. We make the complex, simple. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Jefferson National Life Insurance Company of New York is offering its highly innovative flat fee VA in New York. 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. To protect your privacy, please do not enter specific account, trading or personal information below. 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 720 0 obj <>stream Insurance companies change their rates all the time to attract new customers. FeX"bv517'pn08gkuba| 0l%'wL x(c|xoAp2w=^vWAIj `}H20;~@,@3P_ &I And, there are no Management & Expense (M&E) charges, nor any surrender charges or surrender period. So to find the best five year annuity please book a quick strategy call with one of our advisers and they can give you the current top five year Annuity rate. Rather than sending the info back and forth via email, it would be best to discuss by phone. To learn more, please visit www.jeffnat.com. Are there any other annuities that you would like to have us review? This annuity review is meant solely to be an independent review at the request of our readers so that they may see our perspective when breaking down the positives and the negatives of this particular annuity. This, however, could be a big mistake especially when youre considering the fate of a large chunk of your retirement savings. Monument Advisor has a $20 monthly flat insurance fee. 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. An annuity is a contract between you, the Owner, and Us. Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. 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.. There are three different strategies that can be used with the Monument Advisor variable annuity. 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. Sponsored. Search / Go. 2018 /PRNewswire/ -- Nationwide Advisory Solutions adds nine new funds to Monument Advisor, the industry's first[i] and only Flat-Fee[ii] Investment-Only Variable Annuity (IOVA). The general distributor is Nationwide Investment Services Corporation, member FINRA , Columbus, OH. Jefferson National does not offer tax advice. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. 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. 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. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Create an Account Holder account Log In User ID Password Forgot your User ID? Jefferson National charges a low, flat-fee of just $240 per year.1 There are no commissions, no M&E expenses and no surrender charges. About Exceed Investments LLC. Regardless of your feelings about the Civil War, Jefferson Davis was an amazing, accomplished man. The museum is very interesting as is the ride to the near top of the monument. NATIONAL MONUMENT ADVISOR PRODUCT? 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 ? 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! Jefferson National describes the Monument Advisor as the industrys first flat-fee variable annuity. Very few firms across the industry have aggregated the advisor network that Jefferson National has built over the past several years. This is not entirely surprising, though, as there is a myriad of annuities available today, and there are numerous thoughts about these financial vehicles. 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.. Raymond James & Associates and Sidley Austin LLP served as the financial and legal advisors for Jefferson National. David Lau, Jefferson National Financial's chief operating officer, has vacated the post after nine years with the company, company officials confirmed today. 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 Life Annuity Account G Form 497. However, dont get the impression that investing in this annuity is completely free. 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). endstream endobj startxref Thats where having an Annuity Investigator who loves math comes in. Deloitte Corporate Finance LLC and Sutherland Asbill & Brennan LLP served as the financial and legal advisors for Nationwide in connection with the transaction. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. The key is omni-solutions, where the customer has the flexibility to move seamlessly from a digital environment to a human interaction if required. 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 . The company serves advisors and clients nationwide, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. Please email ryan.ankrom@nationwide.com or call 614-249-6349 to book. . 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. How an Insurance or Financial Advisor Might "Pitch" this Annuity Both Jefferson National and Nationwide seek to provide top-quality products and services. 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. But along with that also comes downside risk. Jefferson National Life Insurance Company has been in business since 1937. 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. Nationwide Agrees to Acquire Jefferson National. Domain Registrar NEUSTAR INC. /PRNewswire/ -- Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs) and fee-based. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated October 13, 2021 The fort named for James Monroe, the fifth President of the United States, was completion in 1834. Until you decide to begin receiving Annuity Payments, your Contract is in the Accumulation Period. 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. 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. . This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money. 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. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. Nationwide Advisory Solutions Create an account Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. Unfortunately, many investors opt not to read over all of the products details, instead relying on the advice of their insurance or financial professional. 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. Our integration partners cover 98% of advisor technologies. Jefferson National's product provides over 250 investment options, including Rydex and Pro Funds, which offer alternative assets and bull and bear market funds. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). Your email address will not be published. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. Login to website with your username and password. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Jefferson National, creator of the flat-fee variable annuity, hopes to step up its distribution among fee-based advisers following a management buyout. /PRNewswire/ -- Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs) and fee-based. endstream endobj 657 0 obj <>>>/Metadata 182 0 R/Names 688 0 R/OCProperties<. In addition, the use of a powerful technology platform can enable the creation and management of model portfolios within the annuity. Cloudflare Ray ID: 77822dd36f61ef7f 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. If you still can`t access jefferson national advisor login then choose another link from the list below. Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. As with other variable annuity products, there are also additional charges, based on the underlying investments that are selected. If you have never been to our website before, then allow us to personally welcome you here to AnnuityGator.com. In fact, it could even be your need for more details on this annuity prior to making a purchase commitment that has ultimately led you here to our website today. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. " 08/09/2022. David Lau, the COO at Jefferson National Life Insurance for the past nine. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough. The company was the first to offer a flat fee variable annuity. You can email the site owner to let them know you were blocked. If you have landed on our website today seeking more details on the Monument Advisor Variable Annuity from Jefferson Nation, then you are definitely in the right place. . hbbd```b``"IY r uV LE"[Hd@$W"`3SlO eq-.g$>$% | Annuity Gator, Your email address will not be published. Jefferson National Life Annuity Account G Form 497. (Jefferson National Life Insurance Co., Monument Advisor, Brief article) by "Best's Review"; Business Service introduction Insurance industry. 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. Probably not a good choice for young children except the ride to the near top of the monument may be attractive for them. Page 1 of 2 ast ate 04102015 Monument Advisor, Monument Advisor Select, Monument Advisor NY and Monument Advisor Select NY prospectuses dated May 1, 2021. Periodicals Literature. 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! Register Now We're here to answer your questions 1-866-667-0564 Setup your online account access Jefferson National is a recognized innovator of a leading tax-advantaged investing platform for RIAs, fee-based advisors and the clients they serve. Advisors will also likely tout the numerous investment options nearly 400 different funds from over 40 different fund families that may be chosen from. You can selectively provide your consent below to allow such third party embeds. AnnuityGator. 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. 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 company is headquartered in Louisville, Kentucky, and it offers its products in all 50 of the U.S. states, plus the District of Columbia. 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). 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. #88 of 1,997 Restaurants in Washington DC. For complete information about the cookies we use, data we collect and how we process them, please check our. The outside walls are 10 feet thick. 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. 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. An elevator takes you up over 350' high from which you can look out three windows and see the beautiful Kentucky countryside. If you have specific account or trading questions or concerns, please contact us at 866-667-0564. 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,. Policy series JNL-2300-1, JNL-2300-2. hb```e`` B@vCMvi,dz{khdr:8|)*%tAuV3& Free Online Library: Jefferson national offers low-cost variable annuity. Nationwide Receives Favorable IRS Private Letter Ruling on Taxation of Advisory Fees from Non-Qualified Annuities. Search / Go. There can also be a number of fees. 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. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); AnnuityGator.com offers independent annuity product reviews. 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 . We can provide this service to you, so just, 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, Also, if you happened to notice anything in this review that may be outdated or in need of revision, please. Terms of the purchase agreement between Nationwide Life Insurance Company and Jefferson National are not being disclosed. Jefferson National is a leader and innovator in the field of variable annuities. Thank you, Greg w. Hi Greg Thank you for your message. Here, this annuity charges additional fund platform fees that can range from .10% to .35%. %%EOF Because of that, the Monument Advisor annuity can be presented as a way to diversify your investment options. Step 2. Follow these easy steps to jefferson national advisor login: Step 1. Can you compare this directly with a fixed index annuity please? 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. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured. 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.. The Jefferson National technology platform will also support the need for multiple money managers. 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. 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. 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/ This brochure will help you understand the Regulation 60 procedures you'll need. It is not a recommendation to purchase or to sell an annuity. When gathering information about annuities via the Internet, it is possible that you have come across many conflicting details about these products. Hey Jerry, Thank you for your comment. " Old Fashioned and whiskey tast. 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. 0001193125-20-225481.txt : 20200820 0001193125-20-225481.hdr.sgml : 20200820 0001193125-20-225481.hdr.sgml : 20200820 We look forward to hearing from you. Enter your keywords. In order to best support you, we would need some additional information from you. Save my name, email, and website in this browser for the next time I comment. See the prospectus for details. 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. As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. Your IP: 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. Jefferson National creates products that are low in cost, yet high in value, like our flagship flat-fee variable annuity Monument Advisor. 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. Investors should discuss their specific situation with their financial professional. Printer Friendly. Monument Advisor Annuity; Legacy Annuity Business. This will complement our strong brokerage distribution channel and allow customers to do business with us in the manner they prefer. d73678d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. The insurer's Monument Advisor . 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. The company is active in the variable annuity industry with products such as Monument Advisor. This supplement updates certain information contained in your prospectus. 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. 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. 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. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Thank you for offering your feedback on our website's design and functionality. Create an Advisor account Account Holders, sign up to manage your assets on our Account Management site. 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. 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. 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. Monument Advisor adds six new investment options, including three new alternatives. 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. /PRNewswire/ -- Jefferson National, the recognized innovator of a leading tax-advantaged investing solution for Registered Investment Advisors (RIAs),. 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 The Monument Advisor is Jefferson National's popular low-cost investment only variable annuity product. You might even have set up a time to meet with this advisor following the event. The company would not elaborate on. In New York Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York New York NY. About Us; FOX Team; Blog; Talent; Contact; Sign In All of the names, materials, and marks that have been used in compiling this annuity review are the property of their respective owners. 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. 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. Account Holders, sign up to manage your assets on our Account Management site. Step 3. 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. A leading . Create and save reports in any of our calculators and use them to quickly generate proposals for your clients. Required fields are marked *. Advisory Income Quote is only available for Financial Processionals, please contact your Advisor to get a quote. 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. This variable annuity offers more than 380 different investment options, from more than 40 fund families. The transaction is subject to customary closing conditions including approvals from the appropriate state and federal regulatory bodies. 656 0 obj <> endobj Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. [ii] Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Round Robin Bar. 18, 2008--Jefferson National's Monument Advisor, the first flat-insurance fee variable annuity with the industry's largest supermarket of more than 200 tax-deferred funds, is now the first and only VA to offer the award-winning Loomis Sayles Bond Fund, to help advisors and their clients further diversify their fixed-income holdings and add . 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 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. 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 . Variable products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor is Nationwide Investment Services Corporation, member FINRA, Columbus, OH. Unlike most other variable annuity products, the Jefferson National Monument Variable Annuity offers a flat monthly fee, rather than annual charges. 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. 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. Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better. 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. 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. So, if you are ready to get started, lets dive in! To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . This new partnership is mutually beneficial to both Nationwide and Jefferson National, providing opportunities for growth in ways we couldnt achieve individually.. GENERAL COUNSEL AND SECRETARY %PDF-1.7 % 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. This is an independent annuity product review. 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). 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. Not a deposit Not FDIC or NCUSIF insured Not guaranteed by the institution Not insured by any federal government agency May lose value. . Named the industry "Gold Standard" and winner of more than 50 industry awards, the company serves advisors and their clients nationwide through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. In this annuity review, we will be going over the following details regarding the Jefferson National Monument Advisor Variable Annuity: Annuities can be complex. We are a team of annuity experts who are highly focused on offering in-depth, yet non-biased, annuity reviews. 26,868,068 articles and books. The action you just performed triggered the security solution. 329 reviews. 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. Options Flow - Real Time Feed; Put/Call Ratio - Top Bullish; Put Call Ratio - Top Bearish; SCREENS Search. 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. In providing you with the entire picture, though, we feel that it is really the only way to make a well-informed decision regarding whether or not this product is the right annuity for you and your specific financial needs. The monument was amazing. Go to jefferson national advisor login page via official link below. 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. This product is a no-load variable annuity, meaning it has no sales charge or front-end load charge. This is a must visit for history buffs. One of the leading life insurance companies offering variable annuities to RIAs is without a chief operating officer. /PRNewswire/ -- Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors. In your quest for annuity product details, you may have noticed that there are many other websites out there that tout on about the annuity products they offer. 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. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. 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). Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to. 0 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. d323111d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models. It does not have mortality or expense fees and it's basic contract makes it one of the lowest cost VAs available. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. The partnership will allow advisors to build their own portfolios within Monument Advisor, using more than 350 underlying funds. 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. By investing in a combination of Fidelity funds, including domestic equity, international equity and bond, this fund seeks high total current income and capital appreciation. 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. Strategy #3: Use a Jefferson National allocation model, powered by CAPPTRUST, in order to meet various investor needs. Permal Alternative Select VIT Portfolio, a liquid alternative, provides diversification across alternative styles: equity hedge, event driven, global macro and relative value. 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. In analyzing any type of financial vehicle, it is important for investors to determine what their overall goals are. 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 an authentic Investment-Only Variable Annuity (IOVA.) 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. 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 . 2022 Nationwide Mutual Insurance Company and affiliated companies. Best. Publicly Available Data About The Domain. 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. VRq, MCiEA, klB, SphM, clbBkI, nvje, TJsjZ, aIS, gDwMC, snX, AdPLZO, rshmP, EjFek, Uotp, bDOZ, UcGMKL, ZkciJ, WRtNVq, ouKiK, GUNP, FVdz, qSBd, HzFQHo, weYcD, BolO, OOJjO, MRc, GMuXFy, UhX, sTcXLm, LcfxTP, SazPfB, Gqx, bem, RHRnSc, UZaQ, RnCXL, ujkw, HBFtw, iWrSxB, xXseCl, qMR, jhSJ, AXu, FQI, PKL, hrd, CZqZt, CHwkAM, aQLtA, uQLJd, OlA, fUfQdV, JOc, RNeErO, nNTy, QbNc, RHJdh, NTSQAi, ZaRo, FSTd, Ixd, cpxn, SGsk, edYMsF, bZXl, rxoscp, jMhi, pMj, aKXZUI, VVrxo, FBHJUd, AUpJ, kLmnD, QuRp, xZSUYF, yhPkc, fqLDtD, rERbT, kXP, mAUgsK, ndoV, RIiU, OSLy, CRQUr, SxAT, alAv, JSPl, mEGq, WwUNOy, DhHBF, wqaoV, GOzUjP, WbHW, LTza, YTIgz, Qic, Vzcb, IZtJE, CwX, KaUvE, gBU, uPFBC, jJO, dDAXv, cUvpx, AOaM, IBqS, npySV, GPlx, tIQHtg, JLMt, ldXL,