Jefferson National and Exceed Investments Partner to Launch VIT

 In All, Deconstructed Notes, Exceed in the News - Indexes

We are pleased to announce a partnership between Jefferson National, innovator of the industry’s leading tax advantaged investing platform for RIAs and fee-based advisors, and Exceed Investments, a pioneer in defined outcome investing. The alliance will combine the benefits of Jefferson National’s unique Investment-Only Variable Annuity (IOVA) with Exceed’s investment method of providing market exposure with defined, preset protection levels. Jefferson National will issue our first co-branded Variable Insurance Trust (VIT) in early 2016.

To learn more about the Jefferson National and Exceed Investments partnership, click here for the press release.

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