• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
Exceed Investments

Exceed Investments

Let us be your Options Expert

  • Why Exceed
  • Strategy Spotlight
  • Who We Are
  • Blog
  • Contact
  • Login
December 1, 2015

Jefferson National and Exceed Investments Partner to Launch VIT

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.

Primary Sidebar

Recent News

  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know
  • Covered Call ETFs vs SMAs
  • Nervous About Your NVDA Gains? A Solution to Both Protect and Participate with No Cash Outlay

Get In Touch

  • 646-580-7046
  • 79 Madison Avenue 3rd floor,
    New York, NY 10016

Footer

Get in Touch

  • 79 Madison Avenue 3rd floor,
    New York, NY 10016
  • 646-580-7046

Legal

  • Privacy Policy
  • Terms and Conditions
  • Disclosures

Recent Posts

  • Overlay Economics: Evaluating the True Cost (and Value) of Options Strategies – Featuring NVDA
  • The Psychology of Concentrated Positions: Helping Clients Take Action Through Structure
  • Common Misconceptions About Option Strategies: What Advisors Need to Know

Copyright © 2025 · Exceed Investments · Web Design Services by JSMT Media