Jefferson National Life Updates Monument Advisor Select Annuity Prospectus

TL;DR

**Routine prospectus update for Jefferson National's Monument Advisor Select annuity.**

AI Summary

This 497VPI filing from JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G, filed on March 24, 2026, updates the prospectus for its Monument Advisor Select variable annuity product. This filing is a routine update for the annuity, identified by Series S000005256 and Class/Contract C000220422. For investors, this matters because it ensures they have the most current information regarding the terms, fees, and risks associated with their Monument Advisor Select annuity, which is crucial for informed decision-making about their investment.

Why It Matters

This filing provides updated legal and operational details for the Monument Advisor Select annuity, ensuring current and prospective investors have the latest information to make informed decisions.

Risk Assessment

Risk Level: low — This is a routine administrative filing (prospectus update) and does not indicate any new or increased financial risk to investors.

Analyst Insight

Investors in the Monument Advisor Select annuity should review the updated prospectus to understand any changes to terms, fees, or investment options, though this is typically a routine administrative update.

Key Numbers

• 2026-03-24 — Filing Date (Date the prospectus update was filed and became effective)
• 333-124048 — File No. (Registration statement number for the annuity)

Key Players & Entities

• JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G (company) — the filer of the 497VPI form
• Monument Advisor Select (company) — the specific annuity product whose prospectus is being updated
• 0001005336 (company) — CIK of JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G
• 2026-03-24 (date) — filing and effectiveness date

FAQ

Filing Documents

• d121357d497vpi.htm (497VPI) — 6KB
• 0001193125-26-120763.txt ( ) — 8KB
• S000005256
• C000220422

From the Filing

ADVISOR SELECT (333-124048) Monument Advisor Select (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