New Products Portfolio

Jefferson National Adds Six New Funds

Now operating as Nationwide’s advisory solutions business and helping RIAs and Fee-Based Advisors maximize tax-advantage investing

Award-Winning Strategy from MainStay and Five New Funds Subavised by Top Managers Including Dimensional Fund Advisors (DFA), JPMorgan, Neuberger Berman and American Century

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).

A leading distributor of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and the clients they serve, the company continues to offer the industry’s largest lineup of investment options,[iii] including the most alternatives such as real assets, trading assets, and liquid alternatives[iv] utilizing strategies like those favored by hedge funds and elite institutional investors.

Taxes Are Top Concern

“Research shows that taxes are a top concern for clients, and tax reform is top of mind. But with outcomes in Washington uncertain, and more turbulent markets expected, advisors should continue to focus on controlling what they can—taking a holistic approach to planning, keeping costs low, and investing for greater tax-efficiency,” said Laurence Greenberg, leader of Nationwide’s advisory solutions business. “With greater transparency, Flat-Fee pricing and the industry’s largest lineup of underlying funds, Monument Advisor is an Investment-Only VA that is tailor-made to help meet the tax-advantaged investing needs of RIAs, fee-based advisors and the clients they serve.”

One immediate benefit to Jefferson National operating as Nationwide’s advisory solutions business is it now offers a fund from award-winning MainStay Investments as of May 1, 2017. 5-Star Rated by Morningstar, MainStay VP Convertible is one of the only convertible-specific strategies in the VIT universe. In addition, the company now offers five new funds which are subadvised by recognized managers.

taxes are a top concern for clients, and tax reform is top of mind

This includes three new additions subadvised by Dimensional Fund Advisors: NVIT DFA Capital Appreciation, NVIT DFA Moderate, and NVIT Multi Manager International Value, which is subadvised by both DFA and JPMorgan. NVIT Multi Manager Mid Cap Value, 5-Star Rated by Morningstar in its category, is subadvised by American Century, Thompson, Siegel & Walmsley, and WEDGE Capital Management. Neuberger Berman NVIT Socially Responsible is now offered in a new share class with a lower expense ratio to further benefit advisors and their clients.

 

 

 

[i] Mogel, Gary S. (2005, June 6), Flat-fee variable annuity makes its debut. Investment News. Retrieved from http://www.investmentnews.com/article/20050606/SUB/506060708
[ii] Jefferson National’s Monument Advisor has a $20 monthly flat insurance fee.  Additional low-cost fund platform fees ranging from .10% – .35% will be assessed for investors wishing to purchase shares of low-cost funds.  See the prospectus for details.  Certain low-cost funds may only be available to you if you retain certain investment advisors.
[iii] Morningstar Data as of 12/31/16.
[iv] Morningstar Data as of 12/31/16.

About Jefferson National
Jefferson National, now operating as Nationwide’s advisory solutions business, is a leading distributor of innovative tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Trusted partner to a network of 4,000 advisors, the company provides greater efficiency, transparency and choice through an adaptable technology platform, award-winning distribution strategy and cost-effective servicing capabilities. Named the industry “Gold Standard” as of 2012 and winner of more than 50 industry awards. The company serves advisors and clients in all 50 states and the District of Columbia, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com and follow Jefferson National on Twitter at @jeffnat
About Nationwide
Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the U.S. and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides a full range of insurance and financial services, including auto, commercial, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; banking and mortgages; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.