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Check your current or prospective broker's employment history, certifications, licenses, regulatory actions, violations or complaints with FINRA's complimentary BrokerCheck service.
Monument Advisor is issued in all states, except NY, by Jefferson National Life Insurance Company (Dallas, TX). In New York, the Monument Advisor variable annuity is issued by Jefferson National Life Insurance Company of New York (New York, NY). The general distributor is Jefferson National Securities Corporation, FINRA member. All companies are affiliates of Nationwide Life Insurance Company.

All other annuities are issued by Nationwide Life Insurance Company (Columbus, OH). The general distributor for variable annuities issued by Nationwide Life Insurance Company is Nationwide Investment Services Corporation, FINRA member.

*Monument Advisor has a $20 monthly flat insurance fee. Additional low-cost fund platform fees ranging from .10% - .35% will be assessed for investors wishing to purchase shares of low-cost funds. See the prospectus for details. Certain low-cost funds may only be available to you if you retain certain investment advisors.


The average variable annuity has less than 57 underlying fund options according to Morningstar data as of 12/17. Monument Advisor has over 350 underlying investment options as of 12/17.

Minimum deposit of $15,000. Deposits in excess of $10 million are subject to company approval.

Annual savings are based on an industry average M&E charge of 1.32% (According to Morningstar® 12/17), Monument Advisor's flat annual insurance fee of $240, and a Monument Advisor average contract value of $280,000 (as of 12/17).

Review current annuity for loss of benefits or surrender charges you may incur. Monument Advisor does not provide enhanced living or withdrawal benefits. Until distributed, the Death Benefit amount in the investment portfolios is subject to investment risk. Some of the fees you are paying in your current annuity could be for benefits Monument Advisor does not provide.

Payments made pursuant to any guaranteed minimum death benefit are based on the claims paying ability of the Company.

Testimonials may not be representative of the experience of other variable annuity contract holders. Testimonials are no guarantee of future performance or success. No fees were paid to the individuals who provided these testimonials.

There are no additional tax benefits associated with using a variable annuity inside a qualified plan.

The platform is defined as the website(s) and a combination of software applications, databases, and hardware which process transactions including opening new accounts, creating fund allocations, completing fund transactions, reporting, issuing statements, and managing administrative data, etc.

Total client savings derived from annual average Monument Advisor contract size multiplied by Morningstar® average M&E of 1.32%, minus the $240 flat-insurance fee of Monument Advisor, and then multiplied by the number of policies in force. Data spans May, 2005 through December, 2017.

Depending on a client’s time horizon, tax-inefficient asset classes may perform better in a tax-deferred account. Source: Vanguard Total Stock Market Index and Vanguard Total Bond Index.

Past performance is no guarantee of future results.

When assets are withdrawn from the Monument Advisor variable annuity , earnings are taxed as ordinary income.

An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. For a prospectus and underlying fund prospectuses 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 59½ may incur a 10% IRS tax penalty. The Company nor its representatives offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.

Nationwide Advisory Income, Nationwide Advisory Retirement Income Annuity, NARIA, Retirement Income Developer, Nationwide L.inc Advisory, Nationwide, Nationwide is on your side and the Nationwide N and Eagle are service marks of Nationwide Mutual Insurance Company. © 2019 Nationwide

Form #: NAS-publications-20191206

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