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Monument Advisor Annuity Rescue Center

Monument Advisor is One of First VAs to Add Ivy Asset Strategy Fund and Ivy High Income Fund

Posted At : December 10, 2009 5:58 PM | Posted By : Admin
Related Categories: tax deferral

Jefferson National is proud to announce that Monument Advisor is now one of the first VAs to offer the award-winning Ivy Asset Strategy Fund and the Ivy High Income Fund. By expanding Monument Advisor's lineup of unique investment options, Jefferson National strives to help fee-based advisors and their clients diversify retirement savings and manage risk in this challenging market.

Ivy Funds was named the "Best Fund Family" in the mixed asset category for 2008 by Lipper Inc. In addition Ivy Funds was ranked #3 and its affiliate Waddell & Reed was ranked #1 in Barron's 2008 Fund Family Rankings for 5 year performance.*

For more important information and all the details, read the press release at http://www.jeffnat.com/media/pr.cfm?docid=222

* Past performance is no guarantee of future results.

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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.

Form #: jef-index-20090129 . ©2000 - 2010 Jefferson National Life Insurance Company.