Jefferson National Updates Monument Advisor Annuity Prospectus

TL;DR

**Jefferson National just updated the prospectus for its Monument Advisor annuity, so check for any changes!**

AI Summary

Jefferson National Life Annuity Account G filed a 497VPI form on March 24, 2026, for its Monument Advisor Class/Contract (C000014324). This filing updates the prospectus for the Monument Advisor variable annuity, which is part of the larger Jefferson National Life Annuity Account G (CIK 0001005336). This matters to investors because it provides the most current information regarding the terms, fees, and risks associated with their Monument Advisor variable annuity, ensuring they have up-to-date details for their investment decisions.

Why It Matters

This filing ensures investors in the Monument Advisor variable annuity have the latest information on their investment, which is crucial for understanding its current features and potential changes.

Risk Assessment

Risk Level: low — This is a routine prospectus update filing, which typically does not introduce new risks but rather clarifies existing information.

Analyst Insight

An investor holding the Monument Advisor variable annuity should review the updated prospectus to understand any changes to fees, investment options, or terms that might affect their financial planning.

Key Numbers

• 2026-03-24 — Filing Date (Date the 497VPI was filed and became effective)
• 0001005336 — CIK (Central Index Key for Jefferson National Life Annuity Account G)
• C000014324 — Class/Contract ID (Identifier for the Monument Advisor annuity)

Key Players & Entities

• JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G (company) — Filer of the 497VPI form
• Monument Advisor (company) — Specific Class/Contract (C000014324) being updated
• 0001005336 (dollar_amount) — CIK for Jefferson National Life Annuity Account G
• 2026-03-24 (dollar_amount) — Filing and Effectiveness Date
• 333-124048 (dollar_amount) — File No. for the filing

FAQ

Filing Documents

• d70856d497vpi.htm (497VPI) — 6KB
• 0001193125-26-120761.txt ( ) — 8KB
• S000005256
• C000014324

From the Filing

ADVISOR (333-124048) Monument Advisor (333-124048) Supplement dated March 24, 2026 to the following initial summary prospectus(es): Monument Advisor and Monument Advisor Select dated May 1, 2025 Monument Advisor Select NY dated July 1, 2025 This supplement updates certain information contained in your initial summary 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 ISP-1050 1

View Full Filing

View this 497VPI filing on SEC EDGAR