Liquidation: JEFFERSON NATIONAL LIFE ANNUITY ACCOUNT G
Form Type: 497
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: New
Accession Number: 000119312525006518
Filing Summary: This document is a supplement to the Monument Advisor statutory prospectus dated May 1, 2024. The Board of Trustees of AIM Variable Insurance Funds has approved the liquidation of several Invesco V.I. Nasdaq 100 Buffer Funds. Specifically, the funds set to be liquidated include: Invesco V.I. Nasdaq 100 Buffer Fund – September: Series II Shares, December: Series II Shares, March: Series II Shares, and June: Series II Shares. The liquidation is expected to occur on or about April 30, 2025. In preparation for this event, the document states that effective April 16, 2025, these funds will no longer accept transfers or new purchase payments. Investors are allowed to transfer their allocations to other investment options until the liquidation date, and such transfers will not be subject to the usual transfer limitations. On the liquidation date, remaining assets will be moved to Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y. After the liquidation date, references to the liquidating portfolios will be removed from the prospectus.
Additional details:
Liquidation Date: 2025-04-30
Effective Date For Changes: 2025-04-16
Liquidating Investment Portfolios: Invesco V.I. Nasdaq 100 Buffer Fund – September: Series II Shares, Invesco V.I. Nasdaq 100 Buffer Fund – December: Series II Shares, Invesco V.I. Nasdaq 100 Buffer Fund – March: Series II Shares, Invesco V.I. Nasdaq 100 Buffer Fund – June: Series II Shares
Asset Transfer Destination: Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y
Form Type: 497
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006534
Filing Summary: This document serves as a supplement to the statutory prospectuses for Monument Advisor and Advisor Select funds. It announces that, effective April 1, 2025, the Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2 will no longer accept transfers or new purchase payments as it undergoes liquidation. The Board of Trustees has approved this liquidation, which is set to take place on or about April 1, 2025. Investors will be allowed to transfer allocations to other investment options during this period without facing transfer limitations. On the Liquidation Date, remaining assets in the Liquidating Investment Portfolio will be transferred to the Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y. Post-Liquidation Date, all references to the Liquidating Investment Portfolio will be removed from the documentation.
Additional details:
Investment Portfolio: Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2
Liquidation Date: 2025-04-01
Transfers Allowed Until: 2025-04-01
Transferred Assets Fund: Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y
Form Type: 497
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: New
Accession Number: 000119312525006724
Filing Summary: This document serves as a supplement to the statutory prospectuses for Monument Advisor and its related funds, providing crucial updates. It announces the decision by the Board of Trustees of the Goldman Sachs Variable Insurance Trust to liquidate the Goldman Sachs Variable Insurance Trust - Goldman Sachs Multi-Strategy Alternatives Portfolio: Advisor Shares, referred to as the 'Liquidating Investment Portfolio.' The liquidation is anticipated to take place on April 11, 2025. Consequently, several changes are being implemented regarding the fund: starting from April 7, 2025, the Liquidating Investment Portfolio will no longer accept transfer or new purchase payments. Investors with allocations in this portfolio are permitted to transfer their allocations to any other available investment option, with the assurance that such transfers will not be subject to the standard transfer limitations during this interim period. Upon the liquidation date, all remaining assets of the Liquidating Investment Portfolio will be transferred to the Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y. Following the liquidation, all references to the Liquidating Investment Portfolio will be removed from future documentation.
Additional details:
Liquidation Date: 2025-04-11
Transfer Restrictions Start Date: 2025-04-07
Transfer Option Availability: available investment option
Remaining Assets Transfer Fund: Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y
Form Type: 497VPI
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006522
Filing Summary: The document serves as a supplement to the summary prospectus, updating investors on the liquidation of specific Invesco V.I. Nasdaq 100 Buffer Funds approved by the Board of Trustees of AIM Variable Insurance Funds. The funds being liquidated include the September, December, March, and June Series II Shares. The liquidation is planned to take place on or about April 30, 2025. Effective on or about April 16, 2025, these funds will no longer accept transfers or new purchase payments. Investors can transfer allocations to other available options until the Liquidation Date without transfer limitations. On the Liquidation Date, remaining assets will be moved to the Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y. Post-liquidation, references to these funds will be removed from documentation.
Additional details:
Liquidation Date: 2025-04-30
Transfers Restriction Date: 2025-04-16
Funds Affected: ["Invesco V.I. Nasdaq 100 Buffer Fund \u2013 September: Series II Shares","Invesco V.I. Nasdaq 100 Buffer Fund \u2013 December: Series II Shares","Invesco V.I. Nasdaq 100 Buffer Fund \u2013 March: Series II Shares","Invesco V.I. Nasdaq 100 Buffer Fund \u2013 June: Series II Shares"]
Post Liquidation Fund: Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y
Form Type: 497VPI
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006540
Filing Summary: This document serves as a supplement to the initial summary prospectus for Monument Advisor products, indicating significant changes regarding the Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2. Effective April 1, 2025, this fund will no longer accept transfers or new purchase payments. The Board of Trustees has approved its liquidation, expected to occur on or around the same date. Investors are allowed to transfer allocations from this fund to any other available options until the Liquidation Date, and these transfers will not count against standard transfer limitations. Following liquidation, any remaining assets in the fund will be moved to the Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y, and references to the Liquidating Investment Portfolio will be removed from the documentation after this date.
Additional details:
Investment Portfolio: Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2
Liquidation Date: 2025-04-01
New Investment Option: Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y
Form Type: 497VPI
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006542
Filing Summary: This document serves as a supplement to the initial summary prospectus dated May 1, 2024, for the Monument Advisor Select investment offerings. Effective April 1, 2025, the Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2 will no longer be available for transfers or new purchase payments. The Board of Trustees has approved the liquidation of this fund, expected to take place on or about the same date. Until liquidation, investors can transfer allocations to any other available investment option without facing transfer limitations. On the liquidation date, any remaining assets will be transferred to the Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y. Post-liquidation, all references to the liquidating portfolio will be removed.
Additional details:
Effective Date: 2025-04-01
Liquidation Date: 2025-04-01
Liquidating Investment Portfolio: Northern Lights Variable Trust – BTS Tactical Fixed Income VIT Fund: Class 2
New Investment Option: Nationwide Variable Insurance Trust – NVIT Government Money Market Fund: Class Y
Form Type: 497VPI
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006775
Filing Summary: This document is a supplement dated January 15, 2025, to the initial summary prospectus(es) for Monument Advisor and related products. It informs investors about the liquidation of the Goldman Sachs Variable Insurance Trust - Goldman Sachs Multi-Strategy Alternatives Portfolio: Advisor Shares, referred to as the Liquidating Investment Portfolio. The liquidation is planned to occur on or about April 11, 2025. Effective April 7, 2025, this Liquidating Investment Portfolio will no longer accept transfers or new purchase payments. Investors can transfer allocations to other available options without it counting towards transfer limitations. On the liquidation date, remaining assets will be transferred to the Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y. After the liquidation date, all references to the Liquidating Investment Portfolio will be removed from the documents.
Additional details:
Liquidation Date: 2025-04-11
Transfer Cutoff Date: 2025-04-07
New Fund Transfer: Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y
Form Type: 497VPI
Filing Date: 2025-01-15
Corporate Action: Liquidation
Type: Update
Accession Number: 000119312525006776
Filing Summary: This document is a supplement dated January 15, 2025, which updates information in the initial summary prospectuses for various Monument Advisor funds. The Board of Trustees of the Goldman Sachs Variable Insurance Trust has approved the liquidation of the Goldman Sachs Variable Insurance Trust - Goldman Sachs Multi-Strategy Alternatives Portfolio: Advisor Shares, referred to as the Liquidating Investment Portfolio. The liquidation is set to occur on or about April 11, 2025. Key changes include that effective April 7, 2025, the Liquidating Investment Portfolio will no longer accept transfers or new purchase payments. Investors holding allocations in this portfolio are allowed to transfer their allocations to other available investment options without facing transfer limitations until the Liquidation Date. On the Liquidation Date, any remaining assets will be moved to the Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y, and all references to the Liquidating Investment Portfolio will be removed post-liquidation.
Additional details:
Liquidation Date: 2025-04-11
Transfer Period Start Date: 2025-01-15
Transfer Limitations Exemption Period Start Date: 2025-01-15
Transfer Limitations Exemption Period End Date: 2025-04-11
Final Asset Transfer Fund: Nationwide Variable Insurance Trust - NVIT Government Money Market Fund: Class Y
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