Founded in 1995, Jefferson National distinguished itself by creating innovative, technology-driven solutions for financial advisors and their clients. The company was best known for its "Monument Advisor" variable annuity, the first flat-fee investment-only variable annuity (IOVA) in the industry, which offered a simple, transparent, and low-cost structure. Its mission was to provide advisors with efficient, tax-advantaged tools to help clients accumulate and protect wealth. In 2017, Jefferson National was acquired by Nationwide Mutual Insurance Company and its products and operations were integrated and rebranded under the Nationwide name.

Founded in

United States