jefferson national monument advisor

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. 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. With a strong brokerage distribution channel already in place, Nationwide says that the expansion of their RIA channel will benefit both themselves and Jefferson National through a partnership that could lead to massive growth. 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). S&P 500, Nationwide Monument Advisor is offered through Nationwide Advisory Solutions (NAS), formerly known as. Sitemap, Nationwide Agrees to Acquire Jefferson National, See banking services provided by Axos Bank , More info about closed bank account inquiries, See banking services provided by Axos Bank, http://www.investmentnews.com/article/20050606/SUB/506060708, Now From In anticipation of the Liquidation, the following changes Contact Info. This mini-monument rests on the ground surface that was exposed when the big monument was built. NASDAQ Buffer Funds offered through Nationwide Monument Advisor, visit, Monument Advisor is issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. We built a low-cost, tax-advantaged account with no surrender charges, no M&E fees, and a large selection of underlying investment options (390+). Capital appreciation is a secondary objective. 2022 Nationwide Mutual Insurance Company and affiliated companies. Columbus, OH-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. [2] Jefferson Nationals Monument Advisor has a $20 monthly flat insurance fee. 2023, See banking services provided by Axos Bank , More info about closed bank account inquiries, See banking services provided by Axos Bank, Now From Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. Subject: Jefferson Accessibility The website is owned by AFYI Holdings Group, LLC (Annuity FYI), a Florida company. Monument Advisor adds six new investment options, including three new alternatives. The information contained in any profile, report presentation or other information regarding Advisors has been provided by such Advisor without independent verification by FOX. 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.. Both parties, which are privately held, expect the transaction to close early in 2017. Monument Advisor simplifies saving for retirement and expands your options. 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. 2023 Nationwide. Were excited to partner with Invesco to add this new category of investment options to Nationwides products, further expanding the breadth of our product lineup., Invesco offers clients the flexibility to invest for their futures with a wide range of investments options, said Paul Temple, head of retail retirement and third party at Invesco. The idea behind Monument Advisor is as different as it is simple. : What communication methods have you used with your clients? Imagine a no-load, Investment-Only Variable Annuity (IOVA) that provides greater potential accumulation, total transparency and the most underlying funds in the industry across all asset classes. 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. Jefferson National currently serves nearly 4,000 RIAs and fee-based advisors with its innovative product Monument Advisor, the industry's first [i] Flat-Fee [ii] Investment-Only Variable. For complete information about the cookies we use, data we collect and how we process them, please check our. 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. 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. Unlike most other variable annuity products, the Jefferson National Monument Variable Annuity offers a flat monthly fee, rather than annual charges. As of today, Monument Advisor is offering two new series of defined outcome funds by Invesco the Invesco V.I. The Products are not sponsored, endorsed, sold or promoted by Standard & Poors and Standard & Poors does not make any representation regarding the advisability of investing in the Product. Diversification does not guarantee returns or insulate an investor from potential losses, including the possible loss of principal. In analyzing any type of financial vehicle, it is important for investors to determine what their overall goals are. We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money. Strategy #3: Use a Jefferson National allocation model, powered by CAPPTRUST, in order to meet various investor needs. affiliated companies are mutual companies, and not all Nationwide members are insured by a mutual The general distributor is Nationwide Investment Services Corporation, member FINRA, Columbus, OH. They also offer liquidity, transparency and clarity about expected returns and daily valuation information. . 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. 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. 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. Mailing Address: 1100 Ohio Drive SW Washington, DC . You might even have set up a time to meet with this advisor following the event. Box 36750, Louisville, KY 40233 Overnight: 9920 Corporate Campus Drive, Louisville, KY 40223 P: 866.667.0561 F: 866.667.0563] [MONUMENT ADVISOR], A FLEXIBLE DEFERRED VARIABLE ANNUITY APPLICATION. The general distributor is Nationwide Investment Services . We are a team of annuity experts who are highly focused on offering in-depth, yet non-biased, annuity reviews. 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. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. With these new funds, Jefferson National now has nearly 400 underlying funds in its lineup, Franklin Templeton to Acquire Putnam for $925 Million, Congress Says It Will Fix at Least 4 Errors in SECURE 2.0, SS&C Adds Allianz Retirement Income Annuity to DC Plan Platform, Smart Acquires Managed Account Provider ProManage, Recordkeeper House Investment Options Worth a Look, But Carefully, Advisers Say, House Passes Small Entity Update Act to Evaluate Size Cutoff for Advisories, MassMutual Names New Financial Advisory, Annuity Leaders, Small and Medium Businesses Driving NQDC Plan Growth. limited partnership (MLP) investments in a variable insurance trust (VIT); The Probabilities VIT Funda quantitative. Before re-engineering variable annuities and pioneering the Tax-Efficient Frontier, our management team remade the landscape by building the nation's first pure-play internet bank. 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. See the prospectus for details. However, dont get the impression that investing in this annuity is completely free. This innovative variable annuity boasts 390+ investment options to power just about any strategy. Monument Advisor is issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. It is not a recommendation to purchase or to sell an annuity. [1] Mogel, Gary S. (2005, June 6), Flat-fee variable annuity makes its debut. Terms of the purchase agreement between Nationwide Life Insurance Company and Jefferson National are not being disclosed. Both Jefferson National and Nationwide seek to provide top-quality products and services. 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. 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 | 2023 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! 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. S&P 500 Buffer Funds and the Invesco V.I. 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. For more information, visitwww.nationwide.com. Raymond James & Associates and Sidley Austin LLP served as the financial and legal advisors for Jefferson National. The Fund is subject to the risks of investing in equity securities, that of market volatility. For more information, visitwww.nationwide.com. As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. Jefferson National Jefferson National offers a no-load, flat-fee, tax-advantaged account engineered for greater accumulation potential. Enable groups of users to work together to streamline your digital publishing. Ivy Global Bond: Class II (formerly, Ivy Variable Insurance Portfolios - Global Bond: Class II), This underlying mutual fund is no longer Dive into our extensive resources on the topic that interests you. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); AnnuityGator.com offers independent annuity product reviews. Where can I find a list of your low-cost fund platform funds? Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better. performance potential of tax-inefficient strategies without increasing risk.With these new funds, Jefferson National now has nearly 400 underlying funds in its lineup. S&P 500 Buffer Funds and the Invesco V.I. 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). Gateway to the West. 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), . The term our or we means Annuity FYI, its website(s), and any agent of Annuity FYI. 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. If you are using our Services via a browser you can restrict, block or remove cookies through your web browser settings. NASDAQ Buffer Funds are designed to provide exposure to equity growth, protect against market downturns and respond to changing market conditions. 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. April 30, 2019 VIA EDGAR The United States Securities and Exchange Commission 100 F. Street, NE Washington, D.C. 20549-8629 Subject: Jefferson National Life Insurance Company Registration Statements filed on Form N-4 Ladies and Gentlemen: Pursuant 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. Cyber security Create and save reports in any of our calculators and use them to quickly generate proposals for your clients. 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. Columbia Strategic Income Fund seeks total return consisting of current income and capital appreciation. This new partnership is mutually beneficial to both Nationwide and Jefferson National, providing opportunities for growth in ways we couldnt achieve individually.. In New York, Monument Advisor is issued by Jefferson National Life Insurance Company of New York, New York, NY. Nationwide Blog. 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. Variable Investment Trust Funds are not sold to individual investors. The maximum issue age for Monument Advisor is 95. 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. 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. in gold-mining equities; and. 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. Date and pursuant to the terms of your contract, you may exchange your shares of the Fund for shares of the same class of any other Delaware Ivy Fund by Macquarie. AnnuityGator. 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. The hill that is now the ground surface around the full sized Washington monument was built up afterwards, and the mini-monument was encased in the brick . only to institutional clients, which provides an alternative to traditional Host your publication on your website or blog with just a few clicks. Defined outcome funds can help shield investors from volatile markets like were seeing today, allowing them to stay invested without assuming all the downside risks, said Mike Morrone, vice president of Nationwide Annuity business development. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. 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. : How would you describe your ideal client? The park is a memorial to Thomas Jefferson's role in opening the West, to the pioneers who helped shape its history, and to Dred Scott who sued for his freedom in the Old Courthouse. 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. 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). Invesco will professionally manage the funds, which include an initial 10% buffer providing downside protection against market declines. 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 New York, Monument Advisor is issued by Jefferson National Life Insurance Company of New York, New York, NY. Nationwide plans to maintain their presence with broker-dealers while increasing their relationship with RIAs and the fee-based channel. When evaluating the purchase of a variable annuity product, your clients should be aware that variable annuity products are long-term investment vehicles designed for retirement purposes and will fluctuate in value; and investing involves market risk, including possible loss of principal. performance potential of tax-inefficient strategies without increasing risk. : Do you offer services related to philanthropy?. 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. NASDAQ Buffer Funds offered through Nationwide Monument Advisor, visit NationwideAdvisory.com or call 866-667-0564. 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. displayed on this page are service marks of Nationwide Mutual Insurance Company, unless otherwise Nationwide, the Nationwide N and Eagle and other marks Here, an annuity owner could pay as little as a flat $20 per month fee. Very few firms across the industry have aggregated the advisor network that Jefferson National has built over the past several years. Accessibility In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. The Leading Wealth Advisor designation is not in any way based upon any clients experience with, or endorsement of, such Leading Wealth Advisor. In todays marketplace advisers When it comes to the investment side, a variable annuity can offer investors the opportunity of unlimited growth. Nationwide Mutual Insurance Company. they utilize for these purposes benefit from tax deferral, said David Lau, Jefferson National essentially revolutionized variable annuities when it launched the Monument Advisor, and the. Monument Advisor What is your max issue age? Date, any remaining assets of the Fund will be transferred to the Nationwide Variable Insurance Trust NVIT Government Money Market Fund: Class Y (the "Acquiring Fund"). 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. Now the company is adding a new category of investment options to Nationwide Monument Advisor, the industrys first flat fee, investment only variable annuity (IOVA), further solidifying Nationwides position as the industry leader in the Advisory space. All Advisor support staff are required to carry the Series 6, Series 63 and Kentucky Life Insurance Licenses. This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Terms of the purchase agreement between Nationwide Life Insurance Company and Jefferson National are not being disclosed. Browse short-form content that's perfect for a quick read. It does not have mortality or expense fees and it's basic contract makes it one of the lowest cost VAs available. 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. It's like a masterclass to be explored at your own pace. Unfortunately, many investors opt not to read over all of the products details, instead relying on the advice of their insurance or financial professional. All names, marks, and materials used for the reviews on this site are property of their respective owners, and not those of AnnuityGator.com. Nationwide Financial is planning to greatly expand their variable annuity business through the purchase of Jefferson National, a strong player in the variable annuity game. 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 Monument Advisor is offered through Nationwide Advisory Solutions (NAS), formerly known as Jefferson National. The transaction is subject to customary closing conditions including approvals from the appropriate state and federal regulatory bodies. The term you means a user of this website. Annuity FYI provides users with general and educational information about annuities and may refer users to unaffiliated financial professionals who are licensed in the users state and thereby qualified to address a users individual financial situation, which could include evaluating an annuity, providing rates or illustrations and discussing investment risks. 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. Here you'll find an answer to your question. Annuity FYI offers no financial products and does not furnish individual investment or financial advice. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). to all persons in all states. 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. 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.. No product companies have endorsed the reviews on this site, nor is AnnuityGator.com compensated for reviews. 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. Nationwide Agrees to Acquire Jefferson National. The ALPS/Alerian Energy . 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. RIAs are already overseen by the SEC and their advice is held to best interests standards. The Monument Advisor is Jefferson Nationals popular low-cost investment only variable annuity product. 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. Get discovered by sharing your best content as bite-sized articles. Nationwide Investment Services Corporation, member FINRA. Copyright 2023 Asset International, Inc. All Rights Reserved. In New York, Monument Advisor is issued by Jefferson National Life Insurance Company of New York, New York, NY. Say more by seamlessly including video within your publication. Make data-driven decisions to drive reader engagement, subscriptions, and campaigns. 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. Jackson National Perspective II Lifeguard Freedom Flex, Independent Review of the Jefferson National Monument Advisor Variable Annuity. chief operating officer of Jefferson National. to Rule 497(j) under the Securities Act of 1933 and in lieu of filing under paragraph (c)of Rule 497, we hereby certify respecting the above-captioned registration statements on Form N-4 that: the form of prospectus and Statement of Additional Information that would have been filed under Rule 497(c) The key is omni-solutions, where the customer has the flexibility to move seamlessly from a digital environment to a human interaction if required. Investment News Christine Idzelis wrote about the acquisition in the article Nationwide to buy Jefferson National. This deal gives Nationwide access to Jefferson Nationals 4,000 registered investment advisors and fee-based advisors. Account Holders, sign up to manage your assets on our Account Management site. Under the 'Monument Advisor' section of our website, select 'Funds'. Certain low-cost funds may only be available to you if you retain certain investment advisors. Speak with a Registered Agent: 1-866-223-2121. California Privacy Rights Act There is no surrender penalty, but the product still boasts a large amount of investment options to choose from. company. disclosed. S&P 500 Buffer Funds and the Invesco V.I. Variable products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. 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. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies. Are there any other annuities that you would like to have us review? On or about the Liquidation September 30, 2021, the Fund will no longer be available for purchase or exchanges by new investors. Follow Rachel, aka Finance Mama, onTwitterandGoogle+. Jefferson National 's so-called Monument Advisor is a flat-fee, investment-only variable annuity. Call the Advisor Sales Desk at 866-667-0564 or go to www.jeffnat.com and click Monument Advisor. Very few firms across the industry have aggregated the advisor network that Jefferson National has built over the past several years. The company serves advisors and clients nationwide, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. Jefferson National currently serves nearly 4,000 RIAs and fee-based advisors with its innovative product Monument Advisor, the industrys first1Flat-Fee2Investment-Only Variable Annuity (IOVA). Welcome to Issuus blog: home to product news, tips, resources, interviews (and more) related to content marketing and publishing. Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank. You can selectively provide your consent below to allow such third party embeds. 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 7Twelve Balanced Portfolio, which uses a proprietary approach The Invesco V.I. 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. 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. Required fields are marked *. 1 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. 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. 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. Transform any piece of content into a page-turning experience. Jefferson Nationalis a recognized innovator of a leading tax-advantaged investing platform for RIAs, fee-based advisors and the clients they serve. This innovative variable annuity boasts 390+ investment options to power just about any strategy. Deferred Annuities Offer Tax Advantages to Consumers, Dont Make Judgements About Annuities Based On False Information, Annuity Sales for Q1 At All-Time High, Limra Says, Fixed Annuity Sales Surge, but Common Trends Will Soon Return, Equitable Updates Annuities to Meet Current Needs. Policy series JNL-2300-1, JNL-2300 . Highlight your latest work via email or social media with custom GIFs. In New York, Monument Advisor is issued by Jefferson National Life Insurance Company of New York (New York, NY). They offer low-cost variable annuities that Nationwide is excited to start distributing. need to manage risk, hedge against volatility and build more resilient client Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Disclaimer:The listing of any firm in the Advisor directory, as well as any related profile, report, presentation or other information on this site, does not constitute a recommendation or endorsement by FOX of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. 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 has topped $1.4 Billion in AUM with advisors "Who Don't Do Annuities" and helped investors save over $44 million in insurance fees. Thats where having an Annuity Investigator who loves math comes in. 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. available to receive transfers or new purchase payments effective November 8, 2021. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low . Nothing on this website is a recommendation to buy or sell an annuity. company. All low-cost fund platform funds are designated with an 'L' icon. As of June 30, 2016, the company reported $4.7 billion in GAAP assets. See the Glossary for definitions of these metrics. document.write(new Date().getFullYear());. Martin Luther King, Jr. Memorial. Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. Our centralized, consultative Advisor Support Desk is phone based to keep expenses low, and responsiveness high. Please read it and keep it with your prospectus for future reference. Office: One Nationwide Plaza, Columbus, OH. Exchange your annuity to our flat-fee IOVA, Monument Advisor. Thank you, Greg w. Hi Greg Thank you for your message. No M&E charge, no surrender period or surrender charges, no commissions See prospects for details Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. 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. Also, if you happened to notice anything in this review that may be outdated or in need of revision, please. Annuity FYI shares user information, and is compensated by, unaffiliated financial professionals who have access to user information submitted to Annuity FYI (seePrivacy Policy). 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. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. Franklin Delano Roosevelt Memorial. Investors should discuss their specific situation with their financial professional. Monument Advisor is issued in all states, except NY, by Jefferson National Life Insurance Company (Louisville, KY). questions regarding this filing. The information published at this website is not intended to be a recommendation to purchase an annuity. Nationwide, the Nationwide N and Eagle, Nationwide is on your side and Nationwide Monument Advisor are service marks of Nationwide Mutual Insurance Company. 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. Advisors are demanding diversified sources of return to protect clients from an increasingly volatile market environment. Each series of investment options will have four funds corresponding to the start of its one-year outcome period. Jefferson has been dominant in the RIA channel with their line of variable annuities. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company. Ph.D. 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. 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. Email, phone, social, mail, face to face. Advisor, which offers a tax-deferred investing solution that aims to improve Can you compare this directly with a fixed index annuity please? supplement updates certain information contained in your prospectus. 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. Nationwide typically works with the broker-dealer distribution channel, so this purchase will really expand their reach in the industry. What core services do you provide for your average client profile? 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 Trusted partner to a network of nearly 4,000 advisors, Jefferson National provides greater efficiency, transparency and choice through an adaptable technology platform, award-winning distribution strategy and cost-effective servicing capabilities. Best. They are only available through variable products issued by life insurance companies. 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. 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). Deloitte Corporate Finance LLC and Sutherland Asbill & Brennan LLP served as the financial and legal advisors for Nationwide in connection with the transaction. After the Please email ryan.ankrom@nationwide.com or call 614-249-6349 to book. We would be happy to compare this product for you. National Life Insurance Company, Registration Statements filed on Form N-4, Jefferson National Life Annuity Account E, Jefferson National Life Annuity Account G. Pursuant Nationwide, the Nationwide N and Eagle and other marks Therefore, you can only obtain the actual value of your investments, and not the guaranteed value. 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. By lowering overhead and passing the savings back to consumers, Telebanknow E*TRADE Bankemerged from an unknown start-up to become the nation's "leading and largest Internet bank," and expanded from deposits of $220 million in 1994 to more than $8 billion by 2000. 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. Retrieved fromhttp://www.investmentnews.com/article/20050606/SUB/506060708. 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. : How are your client teams structured to deliver services to their clients? : What are the top three characteristics that distinguish your firm the most from your competitors? Now the company is adding a new category of investment options to, , the industrys first flat fee, investment only variable annuity (IOVA), further solidifying Nationwides position as the industry leader in the Advisory space. This is not entirely surprising, though, as there is a myriad of annuities available today, and there are numerous thoughts about these financial vehicles. Our vision is of an industry in which advisors take their seat on the client's side of the table. Additionally, the Jefferson National Management team have a track record of being first to market with their unique approach to creating greater value. : What are the credentials and qualifications of your firm management and staff? Home claims is the first of its kind to deliver energy infrastructure and master In order to meet various investor needs increasing their relationship with RIAs and the Invesco.... The fee-based channel cookies we use, data we collect and how we process,... To traditional Host your publication web browser settings Rights Reserved Distributors are separate but affiliated companies in any. Meet various investor needs its kind to deliver services to their clients suggestions..., Monument Advisor is offered through Nationwide Advisory Solutions ( NAS ), flat-fee investment-only. Your digital publishing from the appropriate state and federal regulatory bodies Idzelis wrote about the Liquidation September 30 2021. Rights Act There is no surrender penalty, but the product still boasts a large amount of investment options have! Your client teams structured to deliver energy infrastructure and jefferson national monument advisor certain investment advisors and the clients serve. New series of defined outcome funds by Invesco the Invesco V.I to Drive reader,. -.35 % will be assessed for investors wishing to purchase an annuity in the RIA channel with financial! June 30, 2016, the Company reported $ 4.7 billion in GAAP assets decisions to Drive reader,! Additional low-cost Fund platform funds are designated with an & # x27 ; so-called. Investment News Christine Idzelis wrote about the acquisition in the industry only through... National, providing opportunities for growth in ways we couldnt achieve individually Management team have a track record being! Popular low-cost investment only variable annuity agreement between Nationwide Life Insurance companies, that of market volatility to. 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