Get the free Monument Advisor Individual Variable Annuity Prospectus

This document provides detailed information about the Monument Advisor Variable Annuity Contract offered by Jefferson National Life Insurance Company, including investment options, fees, taxation,

How to fill out monument advisor individual variable

How to fill out Monument Advisor Individual Variable Annuity Prospectus

1. Obtain the Monument Advisor Individual Variable Annuity Prospectus from a licensed financial advisor or the company's website.
2. Carefully read the introductory section to understand the product's purpose and benefits.
3. Fill out your personal information in the designated sections, including name, address, and social security number.
4. Provide details about your financial situation, including income, investments, and savings.
5. Indicate your risk tolerance and investment goals in the relevant fields.
6. Review the various investment options available in the prospectus and select those that align with your objectives.
7. Make sure to sign and date the document where indicated, verifying that the information provided is accurate.
8. Submit the completed prospectus to your financial advisor or the designated company representative.

Who needs Monument Advisor Individual Variable Annuity Prospectus?

1. Individuals seeking a tax-deferred investment option for retirement savings.
2. Clients looking for a combination of insurance and investment features.
3. People who want to invest for long-term financial goals with flexible withdrawal options.
4. Those who require lifetime income guarantees and protection against market volatility.

People Also Ask about

What is the average fee for a variable annuity?

New rule 498A under the Securities Act of 1933 will permit a person to satisfy its prospectus delivery obligations under the Securities Act for a variable annuity or variable life insurance contract by sending or giving a summary prospectus to investors and making the statutory prospectus available online.

How much does a $100 000 annuity pay per month?

Variable annuities are the odd man out when it comes to market crashes, however. You can lose money in subaccounts when markets don't perform well. But you also have the most growth potential with a variable annuity because of that market exposure.

What is the problem with variable annuities?

The benefits of a variable annuity include tax-deferred growth, guaranteed income in retirement, and a death benefit for beneficiaries. The downsides are complexity, layered fees, and withdrawal penalties.

What is the greatest risk in a variable annuity?

ing to Schwab's Income Annuity Estimator, a $100,000 immediate annuity in March 2025 could provide monthly payments ranging from around $542 to $1,031, depending on the annuitant's age, gender, and the payout option chosen.

Do variable annuities need a prospectus?

Variable annuities are offered and sold by prospectus only.

What are the downsides of a variable annuity?

The benefits of a variable annuity include tax-deferred growth, guaranteed income in retirement, and a death benefit for beneficiaries. The downsides are complexity, layered fees, and withdrawal penalties.

For pdfFiller’s FAQs

What is Monument Advisor Individual Variable Annuity Prospectus?

The Monument Advisor Individual Variable Annuity Prospectus is a legal document that provides detailed information about the Monument Advisor Variable Annuity, including investment options, fees, and terms. It is designed to assist investors in making informed decisions.

Who is required to file Monument Advisor Individual Variable Annuity Prospectus?

The issuer of the Monument Advisor Individual Variable Annuity, typically an insurance company or financial institution, is required to file the prospectus with regulatory authorities, such as the SEC (Securities and Exchange Commission), to ensure compliance with securities laws.

How to fill out Monument Advisor Individual Variable Annuity Prospectus?

Filling out the Monument Advisor Individual Variable Annuity Prospectus involves providing personal and financial information, selecting investment options, and signing the document. It's advisable to review all sections thoroughly and consult a financial advisor if needed.

What is the purpose of Monument Advisor Individual Variable Annuity Prospectus?

The purpose of the Monument Advisor Individual Variable Annuity Prospectus is to provide potential investors with essential information about the product, enabling them to understand the risks, benefits, and choices associated with the annuity before making an investment decision.

What information must be reported on Monument Advisor Individual Variable Annuity Prospectus?

The prospectus must report information such as the investment objectives, fees and expenses, the performance history of the investment options, risks associated with the investment, and details about the contract provisions.