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Jefferson National Life Insurance Company is offering variable annuity holders access to hedge funds and exchange-traded funds.
Jefferson National, Dallas, a unit of Inviva Inc., Louisville, Ky., says its Monument Advisor annuity will include access to the ALPS Variable Series Listed Private Equity Portfolio and ALPS Ibbotson ETF Allocation Series investment options.
The options are advised by ALPS Advisers Inc., Denver.
Jefferson National reports that it has about 60,000 customers.
Many believe they’ll be in debt forever, the firm’s new report says.
'Don't just be ready for retirement,' a narrator says. 'Be travel ready to explore the world.'
The insurance commissioner will have to report by Jan. 1, 2022, on how well electronic communications are working.
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