JEFFERSON NATIONAL AND EXCEED INVESTMENTS LAUNCH FIRST “DEFINED OUTCOME” FUND WITHIN TAX-DEFERRED WRAPPER TO HELP RIAS AND FEE-BASED ADVISORS MANAGE LOW YIELD, HIGH VOLATILITY MARKET

(New York, March 1, 2016) – Jefferson National announced the launch today of the new JNF Exceed Defined Shield Index Portfolio to be managed by Exceed Investments.

• First fund to provide controlled market exposure with a preset, defined level of downside protection within a tax-deferred wrapper
• Focuses on a conservative exposure to the S&P 500, targeting a limit on losses to no more than 12.5% on an annualized basis while capping annual upside participation at a maximum gain of 15%
• Seeks to track the performance of the Nasdaq Exceed Defined Protection Index (EXPROT)

For further information please see the press release.