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.

Recommended Posts

Leave a Comment

Time limit is exhausted. Please reload the CAPTCHA.

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Start typing and press Enter to search