Jefferson National Life Insurance Company
- 1937 – Founded: Jefferson National was organized in Indianapolis, Indiana, as a stock life insurance company.
- 1990s – Conseco Era: The company was acquired by Conseco (now CNO Financial) and operated as a subsidiary named Conseco Variable Insurance Company.
- 2002 – Acquisition: Inviva, Inc. acquired the company from Conseco and restored the name Jefferson National Life Insurance Company.
- 2005 – Business Pivot: The company pivoted to focus exclusively on Registered Investment Advisors (RIAs) and fee-based advisors, moving away from commission-based sales.
- 2006 – Product Launch: Launched "Monumental Life," a flat-fee variable annuity that disrupted the industry by eliminating commission trails.
- 2010 – Award: Recognized as a "Gold Standard" company for its innovative technology platform serving RIAs.
- 2014 – New York Expansion: Established Jefferson National Life Insurance Company of New York to serve the NY market.
- 2017 – Acquisition: Nationwide acquired Jefferson National. This gave Nationwide a strong foothold in the RIA and fee-based advisor market.
- 2018 – Integration: Operations were integrated into Nationwide Financial, though the flat-fee annuity products retained their distinct structure.
- Present – Status: The company is a wholly-owned subsidiary of Nationwide, and its products are branded under Nationwide Advisory Solutions.
Source: Nationwide Acquisition Press Release | Federal Register 2007
