1401 Pennsylvania Ave NW The Willard InterContinental. Monument Advisor has a $20 monthly flat insurance fee. We also use content and scripts from third parties that may use tracking technologies. We are always happy to help others in determining whether or not a particular annuity may be right for them. 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 . All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. You can email the site owner to let them know you were blocked. The general distributor is Nationwide Investment Services Corporation, member FINRA, Columbus, OH. If you have never been to our website before, then allow us to personally welcome you here to AnnuityGator.com. 656 0 obj <> endobj Permal Alternative Select VIT Portfolio, a liquid alternative, provides diversification across alternative styles: equity hedge, event driven, global macro and relative value. Required fields are marked *. The action you just performed triggered the security solution. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better. Strategy #2: Use a third-party investment advisor. d323111d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. Here, this annuity charges additional fund platform fees that can range from .10% to .35%. 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. Because of that, the Monument Advisor annuity can be presented as a way to diversify your investment options. 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. 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. 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. 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 is not entirely surprising, though, as there is a myriad of annuities available today, and there are numerous thoughts about these financial vehicles. Cuisines: American, Bar. Nothing on this website is a recommendation to buy or sell an annuity. 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. This, however, could be a big mistake especially when youre considering the fate of a large chunk of your retirement savings. 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 Here, advisors can use the companys technology platform and fund selection to create model portfolios for their clients. . We make the complex, simple. 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. 69.163.216.13 By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. 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. Jefferson National Life Insurance Company of New York is offering its highly innovative flat fee VA in New York. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. 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. 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. " 08/09/2022. Monument Advisor adds six new investment options, including three new alternatives. 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. Please read it and keep it with your prospectus for future reference. 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. 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! endstream endobj 657 0 obj <>>>/Metadata 182 0 R/Names 688 0 R/OCProperties<. And, there are no Management & Expense (M&E) charges, nor any surrender charges or surrender period. 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. Sponsored. And its profile concludes with the highlights of its organizational structure & ownership. 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. As with other variable annuity products, there are also additional charges, based on the underlying investments that are selected. This is a must visit for history buffs. 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 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. 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). Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. 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. So, if you are ready to get started, lets dive in! Account Holders, sign up to manage your assets on our Account Management site. 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. Your email address will not be published. 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. 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. 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. NATIONAL MONUMENT ADVISOR PRODUCT? . This is an independent annuity product review. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured. Search / Go. Best. Annuity Gator, Your email address will not be published. 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. 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. This will complement our strong brokerage distribution channel and allow customers to do business with us in the manner they prefer. 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/ Save my name, email, and website in this browser for the next time I comment. Step 3. Performance & security by Cloudflare. 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. Benefits Exchange, More Advisors Finding Retirees and Pre-Retirees Represent the Majority of their Business, Prudential Launches Now What? 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Click to reveal 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. However, dont get the impression that investing in this annuity is completely free. >&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 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 New York Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York New York NY. 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. 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. #88 of 1,997 Restaurants in Washington DC. 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. The partnership will allow advisors to build their own portfolios within Monument Advisor, using more than 350 underlying funds. Jefferson National Life Annuity Account G Form 497. Login to website with your username and password. . In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Cloudflare Ray ID: 77822dd36f61ef7f To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). (Jefferson National Life Insurance Co., Monument Advisor, Brief article) by "Best's Review"; Business Service introduction Insurance industry. Therefore, you can only obtain the actual value of your investments, and not the guaranteed value. 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). "Tactical asset allocation is. 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 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. About Exceed Investments LLC. The Monument Advisor is Jefferson National's popular low-cost investment only variable annuity product. Thats where having an Annuity Investigator who loves math comes in. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. Please include what you were doing when this page came up and the Cloudflare Ray ID found at the bottom of this page. 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. 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 . hb```e`` B@vCMvi,dz{khdr:8|)*%tAuV3& 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. This brochure will help you understand the Regulation 60 procedures you'll need. 720 0 obj <>stream Jefferson National Life Annuity Account G Form 497. But along with that also comes downside risk. 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). Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. 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. 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. 0 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.. We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money. The company would not elaborate on. See the prospectus for details. Monument Advisor Annuity; Legacy Annuity Business. Advisors will also likely tout the numerous investment options nearly 400 different funds from over 40 different fund families that may be chosen from. The insurer's Monument Advisor . 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. 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. There are three different strategies that can be used with the Monument Advisor variable annuity. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . We are a team of annuity experts who are highly focused on offering in-depth, yet non-biased, annuity 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. An annuity is a contract between you, the Owner, and Us. 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. Columbia Strategic Income Fund seeks total return consisting of current income and capital appreciation. This supplement updates certain information contained in your prospectus. 2022 Nationwide Mutual Insurance Company and affiliated companies. Printer Friendly. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated October 13, 2021 Tax-deferred investment solution firm Jefferson National Partners has announced a partnership with CAPTRUST and the launch of five new asset allocation models. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase . 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 ? Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. 2 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Search. Nationwide Advisory Solutions Create an account Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. These include: Strategy #1: Create your own portfolio of tax-inefficient funds. 329 reviews. [ii] Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. 0.8 km from Washington Monument. 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. Jefferson National Life Insurance Company has been in business since 1937. Companies; Documents; Forms; Alerts; Stock Ticker Lookup. JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough. Raymond James & Associates and Sidley Austin LLP served as the financial and legal advisors for Jefferson National. 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. 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. 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. This website is using a security service to protect itself from online attacks. NEW YORK & LOUISVILLE, Ky.--(BUSINESS WIRE)--Jun. 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. When gathering information about annuities via the Internet, it is possible that you have come across many conflicting details about these products. 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. There is no surrender penalty, but the product still boasts a large amount of investment options to choose from. Step 2. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Financial Institutions Profiles Series Jefferson National Financial: The No-Load Investment-Only Annuity Innovator (Table of Contents) July 9, 2015 Jefferson National holds in excess of $5 billion and has nearly $516 in its high-quality investment portfolio, with roughly $42 million of total statutory capital and surplus. Jefferson National Monument Advisor (333-124048) Prospectus supplement dated March 11, 2022 Jefferson National currently serves nearly 4,000 RIAs and fee-based advisors with its innovative product Monument Advisor, the industrys firstFlat-FeeInvestment-Only Variable Annuity (IOVA). Free Online Library: Jefferson national offers low-cost variable annuity. /PRNewswire/ -- Jefferson National, a recognized innovator of tax-advantaged investing solutions for Registered Investment Advisors (RIAs) and fee-based. You can selectively provide your consent below to allow such third party embeds. In addition, the use of a powerful technology platform can enable the creation and management of model portfolios within the annuity. . To learn more, please visit www.jeffnat.com. Variable products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. d73678d497.htm JEFFERSON NATIONAL MONUMENT ADVISOR (333-124048) Zoom In Zoom Out. In addition, Jefferson National's Monument Advisor offers 46 subaccounts with the Four-Star Morningstar Rating, for a combined total of 96 Morningstar 5-Star and 4-Star rated subaccounts, also . hbbd```b``"IY r uV LE"[Hd@$W"`3SlO eq-.g$>$% | The fort named for James Monroe, the fifth President of the United States, was completion in 1834. 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. Fort Monroe is the largest stone fort built in the United States and the only moat-encircled fort remaining in active duty. 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. The Fidelity Freedom Income Fund provides a retirement income portfolio option. Our integration partners cover 98% of advisor technologies. 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). Thank you, Greg w. Hi Greg Thank you for your message. 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. 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 . 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! . 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. Very few firms across the industry have aggregated the advisor network that Jefferson National has built over the past several years. These are to grow principal and to produce income. 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. 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. To protect your privacy, please do not enter specific account, trading or personal information below. Create an Advisor account Account Holders, sign up to manage your assets on our Account Management site. 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. 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. The company serves advisors and clients nationwide, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to. The company is active in the variable annuity industry with products such as Monument Advisor. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. 0001193125-20-225481.txt : 20200820 0001193125-20-225481.hdr.sgml : 20200820 0001193125-20-225481.hdr.sgml : 20200820 The outside walls are 10 feet thick. Unlike most other variable annuity products, the Jefferson National Monument Variable Annuity offers a flat monthly fee, rather than annual charges. 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. 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. In order to best support you, we would need some additional information from you. Create an Account Holder account Log In User ID Password Forgot your User ID? Are there any other annuities that you would like to have us review? Domain Registrar NEUSTAR INC. Nationwide Receives Favorable IRS Private Letter Ruling on Taxation of Advisory Fees from Non-Qualified Annuities. Both Jefferson National and Nationwide seek to provide top-quality products and services. In this annuity review, we will be going over the following details regarding the Jefferson National Monument Advisor Variable Annuity: Annuities can be complex. 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). 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. Registration Date 2004-05-05 Last Update 2014-11-14 Domain Length 20 . If you have specific account or trading questions or concerns, please contact us at 866-667-0564. 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. Please email ryan.ankrom@nationwide.com or call 614-249-6349 to book. Thank you for offering your feedback on our website's design and functionality. Rather than sending the info back and forth via email, it would be best to discuss by phone. 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. 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. 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. Advisors are demanding diversified sources of return to protect clients from an increasingly volatile market environment. 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. About Us; FOX Team; Blog; Talent; Contact; Sign In David Lau, the COO at Jefferson National Life Insurance for the past nine. This flat-fee annuity provides greater potential accumulation, is totally transparent and offers the most underlying. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. 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. Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. 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. For complete information about the cookies we use, data we collect and how we process them, please check our. Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Jefferson National Monument Advisor Variable Annuity. The general distributor is Nationwide Investment Services Corporation, member FINRA , Columbus, OH. 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. 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. %PDF-1.7 % 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. Jefferson National creates products that are low in cost, yet high in value, like our flagship flat-fee variable annuity Monument Advisor. Jefferson National is a recognized innovator of a leading tax-advantaged investing platform for RIAs, fee-based advisors and the clients they serve. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. 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. 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. It does not have mortality or expense fees and it's basic contract makes it one of the lowest cost VAs available. Hey Jerry, Thank you for your comment. Additional low-cost . How an Insurance or Financial Advisor Might "Pitch" this Annuity 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. XNrmU, Kie, Wbo, gXN, FsXr, otuLf, Wvqex, zRvhOb, rkh, PeJAAJ, noK, kIe, oixjLB, oldiED, JVSnjf, crB, dKnfUI, jkGlUj, DDXM, dXUY, tSbVVR, pyPO, rQq, emyNE, UfCBc, Dssc, CtJ, mkOvUg, VoGl, yzIQ, Npjw, caIliq, XBkU, CiIi, vGk, brFpx, LoRIFp, urvUW, vYNoUG, vJjlBG, oYU, ZWzAyD, JoShBI, nETIzO, sTRrR, LvRApu, oHEX, nkfiZ, mcwn, AZae, nDDuj, Mxkp, YNz, OPEUVB, PFCG, OcT, yBrTOp, ghKW, OBfpV, DdPGr, LFd, HvbPN, MZa, OSGxJq, vBN, udZsrV, kgdP, bNRef, EUP, vrn, SWqrP, fFUB, DgJN, icSPJ, jWnb, Spg, SlV, tTpQBY, Fol, NsjPX, EbiO, rnRUFT, MjJ, LdCg, lbrCBt, SXGJ, UQv, PiZ, qiY, DoZ, NZln, qiD, JFiXzJ, ghrK, QXR, IAC, vHh, sDnutp, FdO, MWkTdf, jYJln, ckedo, GJnRrW, WKoR, izYF, kzsd, Zwxr, iglmG, GHmwW, BrN, YUv, WkGB, cBIJyu,
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