Variable Annuity Services

Folio Institutional makes consolidated annuity reporting available on advised client’s Accounts page and Month End Statements under “assets held-away” for Monument Advisor flat insurance-fee variable annuity available for Advisors through Jefferson National (www.jeffnat.com)

Through this arrangement, the aggregate assets in your client’s Jefferson National account will be displayed on the Accounts page at Folio Institutional and Folio Client. Separate Jefferson National statements will also be accessible online at both Folio Institutional and Jefferson National. This is a service arrangement only and Jefferson National will continue to serve all aspects of your client’s variable annuity assets.