New Product Portfolio

Jefferson National has added BTS Tactical Fixed Income to Monument Advisor

To Help RIAs and Fee-Based Advisors Address Rising Rate Environment

Louisville, KY—November 16, 2015— In response to Registered Investment Advisors’(RIAs) and fee-based advisors’ strong demand for a fixed income solution that can help address a rising rate environment, Jefferson National has added BTS Tactical Fixed Income to Monument Advisor, the industry’s first[i] Flat-Fee[ii] Investment-Only Variable Annuity (IOVA). This unique alternative strategy tactically allocates among different fixed income asset classes. The fund seeks to preserve capital, while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.

“Advisors have serious concerns about the prospect of lower returns for traditional fixed income, as rates are poised to rise from historically low levels. BTS Tactical Fixed income helps address this head on by tactically allocating among different fixed income asset classes, seeking to capture higher returns with less risk than traditional strategies,” said Laurence Greenberg, President of Jefferson National. “For more than a decade, the BTS team has shown a tremendous ability to meet these goals and deliver strong performance in times of rising rates with their tactical strategies.”

A long-term partnership

“We are excited about the opportunity of having our strategy added to Jefferson National Monument Advisor,” said Vilis Pasts, Chairman and Director of Research at BTS. “We look forward to a long-term partnership and helping their advisors during difficult markets.”

Advisors have serious concerns about the prospect of lower returns for traditional fixed income, as rates are poised to rise from historically low levels

Jefferson National, a recognized innovator of tax-advantaged investing solutions for RIAs and fee-based advisors, continues to optimize its extensive fund lineup with the addition of industry leading asset manager JP Morgan, a new fund family on the Jefferson National platform. Adding two flexible strategies that pursue opportunities across the globe, JP Morgan Income Builder seeks attractive risk-adjusted income and JP Morgan Global Allocation strives for risk-adjusted total return.

Additions also include innovative new funds from other recognized managers. Sub-advised by Dimensional Fund Advisors (DFA), the John Hancock DFA Emerging Markets fund strives for long-term capital growth. Goldman Sachs VIT Strategic Income fund is a flexible bond fund designed to serve as a core income-oriented investment that seeks total return comprised of income and capital appreciation. Jefferson National’s Monument Advisor offers more than 350 investment options, including 70 alternatives—utilizing strategies favored by hedge funds, high net worth and elite institutional investors

Jefferson National is committed to helping RIAs and fee-based advisors serve their clients, placing high value on guided-advice solutions. Continuing to offer new fund options to advisors is just one prime example of this commitment. More information on Jefferson National’s Monument Advisor and its fund additions is available here:

For more information, please contact Miles Hill at 212-600-2583 or, or Deborah Newman at 502-587-3858 or




About Jefferson National
Jefferson National is a recognized innovator of a leading tax-advantaged investing platform for RIAs, fee-based advisors and the clients they serve. Trusted partner to a network of 3,000 advisors, Jefferson National 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” and winner of more than 45 industry awards, including the DMA 2010 Financial Services Company of the Year. The company serves advisors and clients nationwide, 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