Jefferson National Life Insurance Company provides retirement products (variable annuities) for fee-based and fee-only advisers and their clients. Jefferson National currently serves more than 60,000 customers nationwide and is licensed to sell annuities in 49 states and the District of Columbia (Referral needed).

Privately held and domiciled in Dallas, Texas

Dallas, Texas

Dallas is the third-largest city in Texas and the ninth-largest in the United States. The Dallas-Fort Worth Metroplex is the largest metropolitan area in the South and fourth-largest metropolitan area in the United States...

, with operations in Louisville, Kentucky

Louisville, Kentucky

Louisville is the largest city in the U.S. state of Kentucky, and the county seat of Jefferson County. Since 2003, the city's borders have been coterminous with those of the county because of a city-county merger. The city's population at the 2010 census was 741,096...

 and offices in New York City

New York City

New York is the most populous city in the United States and the center of the New York Metropolitan Area, one of the most populous metropolitan areas in the world. New York exerts a significant impact upon global commerce, finance, media, art, fashion, research, technology, education, and...

.

History

Jefferson National was originally founded in 1937 in Indianapolis

Indianapolis

Indianapolis is the capital of the U.S. state of Indiana, and the county seat of Marion County, Indiana. As of the 2010 United States Census, the city's population is 839,489. It is by far Indiana's largest city and, as of the 2010 U.S...

, Indiana

Indiana

Indiana is a US state, admitted to the United States as the 19th on December 11, 1816. It is located in the Midwestern United States and Great Lakes Region. With 6,483,802 residents, the state is ranked 15th in population and 16th in population density. Indiana is ranked 38th in land area and is...

. In 1994 the company was purchased by Conseco

Conseco

Conseco , originally Security Life of Indiana, is a financial services organization based in Carmel, Indiana. Conseco's insurance subsidiaries provide life insurance, annuity and supplemental health insurance products to more than 4 million customers in the United States...

, and was renamed Conseco Variable Insurance Company. The company was purchased in a management buyout

Management buyout

A management buyout is a form of acquisition where a company's existing managers acquire a large part or all of the company.- Overview :Management buyouts are similar in all major legal aspects to any other acquisition of a company...

 from Conseco by the current management team in October 2002 with backing from Trimaran Capital Partners

Trimaran Capital Partners

Trimaran Capital Partners is a middle-market private equity firm formerly affiliated with CIBC World Markets. Trimaran is headquartered in New York City and founded by former investment bankers from Drexel Burnham Lambert. Trimaran’s predecessors were early investors in telecom and Internet...

. Following the acquisition, the Jefferson National name was restored. Jefferson National specializes in multi-manager annuities to serve fee-based and fee-only advisors and consumers.

Monument Advisor

In 2005, Jefferson National launched Monument Advisor, the first low-cost/no-load variable annuity with a flat insurance fee. The company claims this product saves customers an average of $2000 in annual insurance charges.