[]
Jefferson National logo
Monument Advisor Annuity Rescue Center

PRIVACY NOTICE of Jefferson National Life Insurance Company

REVISED Notice of Privacy Policy 01/2006

We take your privacy seriously. This notice describes how we treat data about our customers.

We do not sell our customer data. We have physical, electronic and procedural security measures in place that comply with legal standards to protect your personal data. Access to customer data is limited to employees who need access to do their jobs.

We get most of the data we have about you through your application and administrative forms. We may also receive data from outside sources with your consent, such as:

  • The Medical Information Bureau
  • Consumer Reporting Agencies
  • Service Providers who conduct marketing services on our behalf
  • Motor Vehicle Bureaus
  • Other Data Providers

Data we collect may include:

  • Name, address, email address, phone number
  • Social Security Number
  • Demographic Data
  • Health data (for life insurance buyers) or other data about illness, disability or injury;
  • Internet Cookies (cookies help our Internet application process - they do not store any personal data).

We may share customer data we collect with the following with your consent or as permitted by law:

  • Insurance companies, agents, reinsurers
  • Group policyholders for purpose of reporting claims experience
  • Medical Laboratories and Prescription or Pharmacy Database Managers
  • Medical Information and Motor Vehicle Bureaus or similar institutions
  • A court or governmental agency when there is a lawful request
  • Law enforcement officials to prevent criminal activity and/or fraud
  • Service providers that perform marketing services for us
  • Service providers that perform administrative services for us
  • Joint Marketing Partners
  • We do not share your health data with anyone without your written consent.

We use your health data to:

  • Underwrite policies;
  • Process, evaluate or defend claims.

When we use service providers and joint marketers they agree to keep your personal data private and not use it for any other purpose. Data obtained from an insurance support organization, such as, the Medical Information Bureau, may be retained and disclosed by this organization to other persons. For our Internet customers we require you to enter a user name and password to access your online account.

You have a right to review your personal data. To do so please send a written request to the Customer Service Department:

9920 Corporate Campus Drive, Suite 1000
Louisville, KY 40223

Please include your name, address, telephone number, and policy number. Also, let us know what kind of data you want to see. We may charge a small fee to collect and send the data to you. If you see any errors, let us know and we will review it. If we agree, we will correct our files. If we disagree, you may file a short statement of dispute with us. Your statement will be included with any data we disclose in the future. You can also request that we send it to anyone who received your data from us in the past 2 years.

If we change our privacy notice we will give you notice ahead of time of any change in our privacy practices by providing a new Notice and any opt-in or opt-out rights you may have under any federal or state laws at that time.

If you provide personal data to third parties, for example, independent agents or brokers, please note that this Notice will not cover their use of such data. If you provide personal data to us on a website that we sponsor with another financial institution, please note that you are providing your personal data to us and the third party. Accordingly, you should review the privacy notice of any such third parties.

arrow Contact Us
Jefferson National RepresentativeTo speak to a Jeffnat representative call
(866) 949-3528 or request information.
 
arrow Spread the Word
LinkedInLINKEDIN COVESTORCOVESTOR BOOMjBOOMj EmailE-MAIL THIS TO A FRIEND
[]

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-privacy-20081014 . ©2000 - 2010 Jefferson National Life Insurance Company.