Form 497VPI JEFFERSON NATIONAL LIFE
Tweet
Share
E-mailSupplement dated
September 25, 2026
to the following initial summary prospectus(es):
to the following initial summary prospectus(es):
Monument Advisor, Monument Advisor Select and Monument Advisor Select NY dated May 1, 2026
| This supplement updates certain information contained in your initial summary prospectus. Please read and
retain this supplement for future reference. |
The Board of Trustees (the "Board") of Lincoln Variable Insurance
Products Trust - LVIP American Century International Fund: Standard Class II (the "Board"), approved the merger of the Lincoln Variable Insurance Products Trust - LVIP American Century International Fund: Standard Class II (the "Target Fund") into the Lincoln Variable Insurance Products
Trust - LVIP MFS International Growth Fund: Standard Class (the "Acquiring Fund"). Subject to shareholder approval, the merger will be effective on or about October 9, 2026 (the "Effective Date").
Effective at the close of business on October 8th, 2026, the Target Fund is no longer available to receive transfers or purchase payments.
As of the Effective Date, the following changes apply to the Contract:
•
the Target Fund will no longer be available to receive transfers or new purchase payments;
•
the Target Fund will transfer all or substantially all of its assets to the Acquiring Fund in
exchange for shares of the Acquiring Fund; and
•
the Acquiring Fund will assume all liabilities of the Target Fund.
Accordingly, the
following changes apply to the prospectus:
(1)
Appendix is amended to add the following:
*
This underlying mutual
fund’s current expenses reflect a temporary fee reduction.
| Type |
Underlying Mutual Fund and Adviser/
Subadviser |
Current
Expenses |
Low Cost
Fund Platform
Fee1 |
Current
Expenses +
Low Cost
Fund Platform
Fee |
Average Annual
Total Returns
(as of 12/31/2025) | ||
| 1
year |
5
year |
10
year | |||||
| Equity |
Lincoln Variable Insurance Products Trust - LVIP
MFS International Growth Fund: Standard Class
This underlying mutual fund is only available in
contracts for which good order applications were
received before October 9, 2026
Investment Advisor: Lincoln Financial Investments Corporation Sub-Advisor: Massachusetts Financial Services
Company |
0.79%* |
0.00% |
0.79% |
19.11% |
7.09% |
9.73% |
*
This underlying mutual fund’s current expenses reflect a temporary fee reduction.
1
Reflects the current Low Cost Fund Platform Fee. The maximum Low Cost Fund Platform Fee
applicable for any Sub-account is 0.35%.
(2) All
references in the prospectus to the Target Fund are deleted and replaced with the Acquiring Fund.
ISP-1072
1
Serious News for Serious Traders! Try StreetInsider.com Premium Free!
You May Also Be Interested In
- Warner Bros. Discovery Announces Intention to Delist Euro Notes from Nasdaq Global
- Katniss Pty Ltd Reports Record Quarter as Private Equity Activity Drives Growth
- After Presley Gerber's death, many families are asking the same question: what is a sober living home, and who oversees it?
Create E-mail Alert Related Categories
SEC FilingsSign up for StreetInsider Free!
Receive full access to all new and archived articles, unlimited portfolio tracking, e-mail alerts, custom newswires and RSS feeds - and more!
