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We've helped variable annuities to become the amazing retirement vehicles we always knew they were. Here you can find out everything you want to know about Monument Advisor and what this industry thinks of us.

Product Info
Case Studies
FAQ
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Five Compelling Reasons to Consider Monument Advisor

If you are looking for new ways to fuel your retirement portfolio, you've come to the right place. Monument Advisor streamlines the variable annuity down to what it should have offered in the first place: Low-cost tax-deferral and dramatically more underlying fund options than any other non-qualified variable annuity¹—all for a flat insurance fee of just $20 a month.² Here are the advantages of Monument Advisor at a glance:

One flat monthly insurance fee of $20/month.² The fee is only $20 per month, regardless of how much is invested or how much the annuity account grows, vs. an average annual fee of 1.35% of assets for other VAs.³
Zero commissions. No sales bias. Jefferson National does not pay a commission to sell Monument Advisor.
Over 200 underlying fund options from 20+ fund managers. You can direct how assets are invested across all asset classes.
Zero surrender charges. Assets can be transferred to another annuity via 1035 exchange at any time without having to forfeit a percentage of the annuity's account value in the form of a surrender fee.
Simple management tools. Automated asset allocation models, one-click account management, and better control.

Product Info

To learn more about Monument Advisor and our more than 200 fund options, download our free Product and Fund Brochures:

Product Brochure

Fund Brochure

Case Studies

Please review the case studies below to learn how our customers may maximize their retirement income by choosing a flat insurance-fee Variable Annuity.

Jane's Surprise

Frequently Asked Questions

Do you have questions regarding Variable Annuities, Monument Advisor, or Tax Deferral? Please review our FAQs or contact us if you have any additional questions.

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¹The average variable annuity has 38 underlying fund options according to Morningstar data as of 12/31/07. Monument Advisor has over 200 underling investment options as of 1/09.

²Jefferson National's Monument Advisor has a $20 flat insurance fee on more than 97% of our underlying funds. Certain funds also have a transaction fee ranging from $19.99 to $49.99 per transaction, depending on the number of transactions per year. See the prospectus for details. Like other variable annuities, the customer pays fees of the underlying funds selected plus the fees of any advisor hired.

³Source: Morningstar (12/08).

An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. 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% IRS tax penalty. Jefferson National does not offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.

Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.