Jefferson National Life Annuity Account G Files Definitive Materials

TL;DR

**Jefferson National Life Annuity Account G just updated its official annuity documents.**

AI Summary

JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G filed a 497 form on March 24, 2026, for its Monument Advisor and Monument Advisor Select annuity contracts. This filing updates definitive materials for the annuity account, which operates under File No. 333-124048. This matters to current or prospective annuity holders as it provides the most current official information regarding their investment, ensuring transparency and compliance with regulatory standards.

Why It Matters

This filing ensures investors have the most up-to-date and legally required information about their annuity products, which is crucial for informed decision-making.

Risk Assessment

Risk Level: low — A 497 filing is a routine update of definitive materials and does not inherently introduce new risks.

Analyst Insight

Investors in JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G's Monument Advisor or Monument Advisor Select should review the updated definitive materials to ensure they are aware of any changes or clarifications regarding their annuity contracts.

Key Numbers

• 2026-03-24 — Filing Date (The date the definitive materials were filed and became effective.)
• 0001005336 — CIK (The Central Index Key for JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G.)
• 333-124048 — File No. (The registration statement file number for the annuity account.)

Key Players & Entities

• JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G (company) — the filer of the 497 form
• Monument Advisor (company) — a class/contract offered by the filer
• Monument Advisor Select (company) — a class/contract offered by the filer
• 0001005336 (person) — CIK of the filer
• 0001193125-26-120744 (person) — SEC Accession No. of the filing
• 2026-03-24 (person) — Filing Date and Effectiveness Date
• 333-124048 (person) — File No. for the annuity account

FAQ

Filing Documents

• d84968d497.htm (497) — 12KB
• 0001193125-26-120749.txt ( ) — 327KB
• nationwide-20260319.xsd (EX-101.SCH) — 15KB
• d84968d497_htm.xml (XML) — 11KB
• S000005256
• C000014324
• C000220422

From the Filing

Monument Advisor(333-124048) Supplement dated March 24, 2026 to the following statutory prospectus(es): Monument Advisor, Monument Advisor Select, Monument Advisor NY and Monument Advisor Select NY dated May 1, 2025 This supplement updates certain information contained in your statutory prospectus. Please read and retain this supplement for future reference. On May 28, 2025, UBS AM (Americas) entered into a definitive agreement with O'Connor Alternative Investments, LLC, an indirect wholly owned subsidiary of Cantor Fitzgerald, L.P., pursuant to which O'Connor Alternative Investments, LLC will acquire UBS AM (Americas)'s O'Connor investment platform (the "Transaction"). At a meeting held on October 6, 2025, the Board of Trustees of the fund unanimously approved the new investment management agreement between the fund and O'Connor Alternative Investments, which was approved by the fund's shareholders on December 15, 2025. The Transaction is expected to close during the first quarter of 2026, subject to regulatory approvals and other customary closing conditions. As a result of this Transaction, effective April 1, 2026, the fund trust, name and Investment Adviser of the Credit Suisse Trust - Commodity Return Strategy Portfolio: Class 1 fund is changed to the following: Cantor Fitzgerald Variable Insurance Trust - Cantor Fitzgerald Commodity Return Strategy Portfolio: Class 1 Investment Advisor: O'Connor Alternative Investments, LLC PROS-1162 1

View Full Filing

View this 497 filing on SEC EDGAR