Jefferson National Offers VA Industry’s Most Subaccounts with 5-Star and 4-Star Morningstar Rating™ for Fifth Consecutive Year
PR Newswire Association LLC |
Jefferson National's Monument Advisor, the next-generation variable annuity with a flat fee1 and the largest selection of nearly 400 underlying funds, now includes 119 subaccounts with the 5-star Morningstar Rating and 80 subaccounts with the 4-star Morningstar Rating, for a combined total of 199—more than 10 times the industry average. The typical VA offers only 4 subaccounts with the 5-star Morningstar Rating and only 13 subaccounts with the 4-star Morningstar Rating, for a total of 17.2
With its unique approach to re-engineering variable annuities, Jefferson National continues to lead the industry in providing RIAs and fee-based advisors with a tax-advantaged investing solution to meet a variety of portfolio needs. Jefferson National helps advisors build more durable portfolios with a highly flexible technology platform, the industry's largest and highest-ranked selection of funds, and a choice of unique models portfolios optimized for tax-efficiency. During the accumulation period, transfers between funds are unlimited3 offering the flexibility to rebalance or trade, tax-free.
"With nearly 400 funds, including the most subaccounts with the 5-star and 4-star Morningstar Rating, Jefferson National can help RIAs and fee-based advisors truly maximize the power of tax-deferral and optimize the tax-efficiency of their clients' portfolios," said
Jefferson National's Monument Advisor offers the industry's largest selection of underlying funds from recognized market leaders such as PIMCO, Invesco, Janus and Putnam, ultra low-cost funds from
About
Jefferson National is a recognized innovator of tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Jefferson National's flat-fee VA offers the industry's largest selection of nearly 400 funds, including more than 75 alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating™ for five consecutive years.2 Utilizing a highly flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, the firm is a winner of more than 30 industry awards including the DMA 2010
Important Disclosures:
An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. The contract prospectus and underlying fund prospectuses contain this information. For a prospectus containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10%
Monument Advisor is issued by
The Morningstar Rating, commonly called the star rating, is a measure of a fund's risk-adjusted return, relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving one star. © 2013 Morningstar, Inc. All Rights Reserved. Past performance is no guarantee of future results.
© 2013 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
1Jefferson National's Monument Advisor has a
2Morningstar data as of 08/15/13.
3See prospectus for hold times and other details on transfers.
4Additional fees apply. Models fees range from 45bps – 150bps annually. See prospectus for details.
5Jefferson National was reviewed by the
CONTACT:
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Jefferson National
502-587-3858
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