Jefferson National / Nationwide Logo
Create An Account

Create an Account

Advisors, register now to manage accounts, create models, and get access to our Knowledge Bank.

Create an Advisor Account  

Account Holders, sign up to manage your assets on our Account Management site.

Create an Account Holder Account  

Log In

Forgot your User ID?
Forgot your Password?
 
  • Contact us
Jefferson National / Nationwide Logo For Financial Professionals
  • We offer tax deferring capacity for clients who've maxed out their plans or received a large sum of money.

    Investment Needs

    • Asset Growth
    • Capital Preservation
    • Income Growth
    • Guaranteed Income
    • Family Protection
    • Wealth Transfer
  • Exchange your annuity to our flat-fee IOVA, Monument Advisor.

    Learn More

    Products

    Learn more
    • Learn more
      • Overview
      • Funds
      • Unit Values
      • Literature
      • Prospectus
      • NY Prospectus
      • Overview
      • Funds
      • Unit Values
      • Literature
      • Prospectus
      • NY Prospectus
      • Overview
      • Funds
      • Unit Values
      • Literature
      • Prospectus
      • NY Prospectus
      • Overview
      • Literature
      • Get a Quote
      • Overview
      • Funds
      • Unit Values
      • Literature
      • Prospectus
  • Tools

    As you map out your clients' financial journeys, our tools allow you to run comparisons, illustrate hypothetical scenarios, and much more. Create and save reports in any of our calculators and use them to quickly generate proposals for your clients.

    • Apply Online
    • Concierge
    • Scenarios & Proposals
    • Models
    • Investment Service Fees
    • Rebalancing

    Tools

    Learn more
    • Learn more
    • Compare Variable Annuities
    • Tax Deferral Calculator
    • Non-Qualified
      Stretch Calculator
    • BlackRock
      iRetire Tool
    • Apply Online
    • Concierge
    • Scenarios & Proposals
    • Models
    • Investment Service Fees
    • Rebalancing
  • Our integration partners cover 98% of advisor technologies.

    Learn More

    Working With Us

    Learn more
    • Learn more
    • Forms
    • Add a Third-Party Investment Advisor
    • Tutorials
    • Advisor Technology Integration
    • Fee Management
  • Nationwide Receives Favorable IRS Private Letter Ruling on Taxation of Advisory Fees from Non-Qualified Annuities

    Learn More

    About Us

    Learn more
    • Learn more
    • Our Team
    • Newsroom
    • FAQ
  • Contact us
  • Create an Account

    • For Advisors
    • For Account Holders
  • Products
  • Nationwide Advisory Variable Universal Life
  • Literature

Literature

  • Document
    Download
    12 pages

    Quick Reference Guide

  • Document
    Download
    20 pages

    Client Guide

  • Document
    Download
    8 pages

    Investment Options

  • Document
    Download
    2 pages

    Pre-Qualification Guide

  • Document
    Download
    2 pages

    Policy Management Guide


For Financial Professionals

For financial professionals only. Not for public use. You must log in with an advisor account to view these brochures.


Forgot your password?
Log In

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
  •   Frequently Asked Questions
  •   Business Submission Guide
  •   NAVUL vs VUL Comparison
  •   NAVUL Fund Highlights
  •   Top 10 Reason for NAVUL
  •   Product Overview

Log In to View All

Variable products are sold by prospectus. You can obtain the product prospectus and underlying fund prospectuses by writing to Nationwide Life Insurance Company, P.O. Box 182021, Columbus, OH 43218-2021.

Before you invest, you should read the prospectus carefully and consider investment objectives, risks, charges and expenses. The product prospectus and underlying fund prospectus contain this and other important information. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.

Guarantees and protections are backed by Nationwide's claims-paying ability. They don't apply to the investment performance or safety of the underlying investment options. Underlying subaccounts are available only as investment options in variable insurance contracts issued by life insurance companies. They are not offered directly to the general public.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should discuss their specific situation with their financial professional.

Life and annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation (NISC), member FINRA, Columbus, Ohio. The Nationwide Retirement Institute is a division of NISC. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies.

The Nationwide Group Retirement Series includes unregistered group fixed and variable annuities issued by Nationwide Life Insurance Company. It also includes trust programs and trust services offered by Nationwide Trust Company, FSB.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company.

© 2021 Nationwide Mutual Insurance Company and affiliated companies

ASW-0177AO (11/21)

  • Contact Us

    Get In Touch

    We're here to answer your questions

    800.321.6064
  • Products
  • Nationwide Advisory Variable Universal Life
  • Literature
Nationwide Logo
  • Contact Us
  • Business Practices and Compliance
  • Privacy
  • Security
  • Legal
  • California Consumer Privacy Act Rights
  • Accessibility
  • Do Not Sell My Personal Information
Check your current or prospective broker's employment history, certifications, licenses, regulatory actions, violations or complaints with FINRA's complimentary BrokerCheck service.

• Not a deposit • Not FDIC or NCUSIF insured • Not guaranteed by the institution • Not insured by any federal government agency • May lose value

This material is not a recommendation to buy or sell a financial product or to adopt an investment strategy. Investors should discuss their specific situation with their financial professional.

Annuity products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity Insurance Company, Columbus, Ohio. The general distributor for variable products is Nationwide Investment Services Corporation, member FINRA, Columbus, Ohio. Nationwide Funds are distributed by Nationwide Fund Distributors, LLC, member FINRA, Columbus, OH. Nationwide Life Insurance Company, Nationwide Life and Annuity Company, Nationwide Investment Services Corporation and Nationwide Fund Distributors are separate but affiliated companies.

Monument Advisor and Monument Advisor Select are issued in all states, except NY, by Jefferson National Life Insurance Company, Dallas, TX. In New York, Monument Advisor and Monument Advisor Select are issued by Jefferson National Life Insurance Company of New York, New York, NY. The general distributor is Jefferson National Securities Corporation, member FINRA, Louisville KY.

Nationwide, the Nationwide N and Eagle, Nationwide is on your side, Nationwide Funds Group and Nationwide Retirement Institute are service marks of Nationwide Mutual Insurance Company.

© 2022 Nationwide Mutual Insurance Company and affiliated companies

ASW-0200AO (02/22)

Restricted Content

Advisory Income Quote is only available for Financial Processionals, please contact your Advisor to get a quote.

Voice Over Feedback
Thank you for your feedback!

A message is required.

Thank you for offering your feedback on our website's design and functionality. Your comments and suggestions will help us improve the user experience, which ultimately enables us to serve you better.

To protect your privacy, please do not enter specific account, trading or personal information below. If you have specific account or trading questions or concerns, please contact us at 866-667-0564.

Information Modal

You found that icon, nice; things that aren’t inherently understandable or are otherwise arcane financial knowledge can be explained through this easily hidden and unobstructive modal method.

Log In

Forgot your User ID?
Forgot your Password?