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Jefferson National Meets Advisors' Urgent Demand to Mitigate Risk, Manage Volatility and Boost Tax-Efficiency by Further Expanding Industry's Most Alternative Investment Options

Leading Tax-Deferred Investment Solution for RIAs and Fee-Based Advisors Now Tops 390 Funds and 70 Alternatives to Optimize Portfolios as Fiscal Cliff Looms

LOUISVILLE, Ky., Nov. 29, 2012 /PRNewswire/ -- Jefferson National, a leading innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, continues to meet advisors' urgent demand to mitigate risk and manage heightened volatility in the face of the 'fiscal cliff' by further expanding the industry's largest selection of alternative investment options and by overcoming the inherent tax-inefficiencies of these sophisticated strategies, a concern greatly magnified by growing anxiety over the threat of rising taxes.

In another industry first, Jefferson National is the first and only VA to offer the Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital, a quantitative asset management firm specializing in the active management of ETF portfolios. Jefferson National is also one of the only VAs now offering funds with specialized risk management and hedging strategies from several recognized market leaders, including AllianceBernstein Dynamic Asset Allocation Portfolio, Lazard Retirement Multi-Asset Targeted Volatility Portfolio and the recently launched PIMCO Global Diversified Allocation Portfolio. Other unique additions include a managed futures strategy from the Mariner Hyman Beck Portfolio, and the Vice Fund. With this latest round of seven new investment options, Jefferson National's flat-fee VA(1) now offers more than 70 liquid alternatives, including many strategies favored by hedge funds and elite institutional investors.

"We continue adding more alternative strategies to help advisors manage volatility while improving tax-efficiency. As the threat of the fiscal cliff looms large and taxes are poised to rise, these needs become even more urgent," said Laurence Greenberg, President of Jefferson National. "Combining the industry's most alternative strategies with the power of tax deferral, Jefferson National helps RIAs counter these challenging dynamics and allows their clients to accumulate more."

Jefferson National's research indicates that tax-efficiency is vital to RIAs and fee-based advisors facing plunging markets and rising taxes. This month, the market staged the biggest drop in nearly a year and all indexes were down more than 2%, the worse post-election sell-off since 1948 as investors feared the long term gridlock posed by the fiscal cliff fast approaching on December 31. If no solution is reached by year-end, the nation's taxes will escalate by $500 billion, or an average of nearly $3,500 per household, according to the nonpartisan Tax Policy Center. The same study says the top 1% of households would see after-tax income drop by an average of 10.5%.

Jefferson National's research also shows the trend toward greater allocation to alternatives. More than 68% of advisors have increased their use of alternative investments, and more than 61% believe that alternatives will become even more important than traditional investments in the future.(2) Likewise Cerulli research indicates that in five years the use of alternative strategy funds could increase more than a 245%.(3)

"As the rest of the competition moves to re-price and re-tool in an ongoing features and benefits battle—or retreat from the industry entirely—Jefferson National will continue building momentum with unique alternatives in a tax-deferred investing solution tailored to meet the needs of RIAs and fee-based advisors," Greenberg added.

Jefferson National now tops a total of 390 funds—9 times more funds than the typical VA(4)—the industry's most alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating for four consecutive years.(5) 

For more information, please contact Chris Moon at 973-850-7304 or [email protected] or Deborah Newman at 502-587-3858 or [email protected].

About Jefferson National Financial Corp.

Jefferson National  is a leading innovator of tax-deferred investing solutions for RIAs and fee-based advisors and the clients they serve, utilizing a flexible technology platform, highly efficient operations, and cost-effective servicing capabilities. Jefferson National is winner of more than 30 industry awards including the DMA 2010 Financial Services Company of the Year.(6) Serving a network of 2,000 RIAs and fee-based advisors nationwide, the Company is based in Louisville, Ky., with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit

Important Disclosure:

An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money.  The contract prospectus and underlying fund prospectuses contain this information. 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.

(1)Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low-cost funds. See the prospectus for details.

(2)RIAs and Fee-Based Advisors Alternative Investments and Tactical Management Survey, published by Jefferson National, September 2011.

(3)Quantitative Update: ETFs and Retail Alternative Products and Strategies 2012, Cerulli Associates, 2012.

(4)Morningstar data as of 12/31/11.

(5)Morningstar data as of 08/15/12

(6)Jefferson National was reviewed by the Direct Marketing Association, including a panel of independent judges and industry peers, and won for re-engineering the traditional commission-based distribution model and replacing it with an unprecedented web-based direct marketing approach.

Contact: Chris Moon JCPR
[email protected]

Deborah Newman
Jefferson National
[email protected]


SOURCE Jefferson National

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