New York, NY, December 02, 2011 --(PR.com
)-- Jefferson National
, innovator of the industry's first flat-insurance fee variable annuity
1 and winner of the DMA 2010 Financial Services Company of the Year2 award, continues building on an unprecedented winning streak with top honors from the 2011 MarCom, Davey
and W³ Awards
"Through hard work and ingenuity, Jefferson National continues to be recognized as a thought leader and an industry innovator in the highly competitive financial services marketplace--and in today's challenging economic environment," said David Lau, Chief Operating Officer of Jefferson National. "I’m truly inspired and incredibly proud of our team’s ongoing accomplishments and the value that they bring to the Jefferson National brand."
Jefferson National won MarCom's highest honor, the 2011 Platinum Award, for an integrated marketing and communications campaign, introducing an innovative new investing strategy centered on "The Tax-Efficient Frontier
: Improving the Efficient Frontier with the Power of Tax Deferral," a white paper written by COO David Lau. Leveraging direct marketing, online advertising, print advertising, PR and a series of byline articles, the integrated campaign immediately generated substantial media coverage in a range of top trade publications and financial industry websites, going on to build greater awareness, reinforce Jefferson National's thought leadership position, and effectively convey that this new research could help advisors potentially increase returns—without increasing risk3—to "boldly go where no VA has gone before."
Jefferson National also won MarCom's 2011 Gold Award for a newly redesigned website with expanded resources, new educational content and greater functionality. The site is centered on "MAX: Monument Advisor Express," a suite of unique, data-driven online tools for advisors and their clients, including calculators that allows users to "Test the True Value of Tax Deferral," and complete an unbiased "Variable Annuity Cost Comparison.”" It also features a TPIA Marketplace, providing proven asset management strategies from a select group of Third Party Investment Advisors, an all-new "Knowledge Bank" (for Financial Professionals) of white papers, articles and case studies, as well as an informative Video Center.
Finally, Jefferson National continues to build momentum by winning both a 2011 W³ Silver Award and a 2011 Silver Davey Award for its "Advisor’s Voice" video series. This online video series profiles top advisors who share their perspective on today’s challenging market--and share why Jefferson National is the right fit for their firm. Simple, transparent and unprecedented in the industry, Jefferson National's flat-insurance fee variable annuity has recently topped $1 billion in sales, provided superior value to nearly 1,500 RIAs and independent financial advisors, and helped their clients save more than $36 million in insurance fees.4
This year's MarCom
competition, sponsored by the Association of Marketing and Communication Professionals (AMCP), evaluated more than 6,000 entrants from the United States and around the world. According to the AMCP, judges "look for companies and individuals whose talent exceeds a high standard of industry excellence and whose work serves as a benchmark for the industry." MarCom is one of the oldest, largest, and most respected competitions in the creative industry.
The W3 Awards is sponsored by the International Academy of the Visual Arts (IAVA) to honor creative excellence on the web. More than 3,000 entries worldwide, including the work of innovative start-ups and Fortune 500 companies, were subjected to rigorous standards and scored on a ten-point scale including Content, Technical Execution, Implementation, and Overall Experience. The independent panel of judges featured top-tier executives from traditional and interactive media, design and the visual arts, including Conde Nast, Disney, Microsoft, MTV Networks and Yahoo! According to officials at the IAVA, "This year's W3 winners demonstrate the out of the box thinking and creative execution--pushing the limits and finding new ways to raise the bar in Web Creativity."
The Davey Awards honor the creative excellence of smaller agencies and companies worldwide, who "derive their strength from big ideas, rather than stratospheric budgets." The Daveys go to marketing and communications professionals who are "at the forefront of their industry, helping to push the limits in creativity and design." More than 4,000 entries were submitted this year, which were also judged by the International Academy of the Visual Arts.
Jefferson National's in-house team responsible for the award-winning website and integrated marketing campaign was led by COO David Lau, and included Frank Wheatley, Senior Web Architect; Mark Forman, Director of Online Marketing; Chad Smedley, Senior Web Developer; Deborah Newman, Director of Communications; and Nicole Gross, Director of Marketing Programs. Jefferson National's Advisor’s Voice Videos series was produced in-house by David Lau and Mark Forman, along with Creative Director Larre Johnson and Art Director Karl Kristkeitz of Big Honkin’ Ideas, and Producer Noah Goldsmith, Director Matthew Luem, Cinematographer Andrew Shulkind and Editor Daniel Gabbe of SafeCamp.
On a winning streak that started in October 2009, Jefferson National has earned more than 25 top awards, including the DMA's 2010 Financial Services Company of the Year, for an innovative, highly efficient and unprecedented web-based direct marketing strategy, ranked alongside such previous frontrunners as Wells Fargo, the Hartford and Charles Schwab. Other highlights from 2010 include two "Leader Awards" from the Summit Emerging Media Awards, the Silver Davey Award, and two "Awards of Excellence" from The Insurance and Financial Communicators Association (IFCA) for ranking "among the best in marketing and communications creativity, design and writing." Highlights from 2011 include "Best Financial Services Email" by the Internet Advertising Competition (IAC) Awards, and the Summit Creative Awards for Best B2B Public Relations Program.
Jefferson National has emerged from a crowded field of nearly 1,000 VA products sold by more than 100 different companies, recognized as the lowest-cost retirement vehicle on the market5 and a leading VA offered by RIAs according to Morningstar MARC Data.6 Jefferson National's Monument Advisor offers more than 350 investment options, the industry’s largest selection of tax-deferred funds, and seven times more underlying funds than the typical VA.7Jefferson National also offers the industry's most subaccounts with the Five Star and Four Star Morningstar Rating for a third consecutive year.8
About Jefferson National
Jefferson National is a leading innovator offering products and services for RIAs and fee-based advisors and the clients they serve. Jefferson National is acclaimed for launching Monument Advisor, the industry's first and only flat-insurance fee variable annuity, and has been recognized as the DMA 2010 Financial Services Company of the Year
.2 Utilizing a flexible technology platform, highly efficient operations, and cost-effective servicing capabilities, Jefferson National serves more than 50,000 customers nationwide. The company is domiciled in Dallas, Texas with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com.
Before investing, consider the investment objectives, risks, charges and expenses of the variable annuity. Call or write to Jefferson National or visit jeffnat.com for a free prospectus, and underlying fund prospectuses, containing this information. Read it carefully. Product features and availability may vary by state.
Variable annuities are subject to market fluctuation and risk. Principal value and investment returns will fluctuate and you may have a gain or loss when money is withdrawn.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawals of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty.
Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.
1 Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low-cost funds. See the prospectus for details.
2 Jefferson National was reviewed by the Direct Marketing Association, including a panel of independent judges and industry peers, and won for re-engineering the traditional commission-based distribution model and replacing it with an unprecedented web-based direct marketing approach.
3 The Tax-Efficient Frontier: Improving the Efficient Frontier with the Power of Tax Deferral, David Lau, Jefferson National, 2010.
4 Total client savings derived from annual average Monument Advisor contract size multiplied by Morningstar average M&E of 1.35%, minus the $240 flat-insurance fee of Monument Advisor, and then multiplied by number of policies in force. Data spans May 31, 2005 through November 15, 2011.
5 For a $80,000 contract, the $20 insurance fee is lower than all variable annuity insurance charges. Morningstar data as of 12/31/10.
6 Morningstar MARC data as of 12/31/07, 12/31/08.
7 Morningstar data as 12/31/10.
8 Morningstar data as of 08/15/11.