AMENDMENT TO FUND PARTICIPATION AGREEMENT AMONG THE ALGER AMERICAN FUND, FRED ALGER AND COMPANY, INCORPORATED, and JEFFERSON NATIONAL LIFE INSURANCE COMPANY
Exhibit (7)(a)
AMENDMENT TO FUND
PARTICIPATION AGREEMENT
AMONG
THE XXXXX AMERICAN FUND,
XXXX XXXXX AND COMPANY, INCORPORATED,
and
JEFFERSON NATIONAL LIFE INSURANCE COMPANY
For good and valuable consideration, the receipt of which is hereby acknowledged, the parties agree to amend the Fund Participation Agreement among The Xxxxx American Fund, Xxxx Xxxxx and Company, Incorporated, and Jefferson National Life Insurance Company, dated March 31, 1995, as amended (the “Agreement”), as follows;
1. Schedule A thereto is hereby deleted in its entirety and replaced with Schedule A attached hereto;
2. The third “Whereas” clause is hereby amended in its entirety to read as follows: “WHEREAS, shares of beneficial interest in the Trust are divided into certain series which are available for purchase by the Company for the Accounts;”
3. The Xxxxx American Fund is hereby replaced with The Xxxxx Portfolios pursuant to a fund name change;
4. Xxxx Xxxxx and Company, Incorporated is hereby corrected to Xxxx Xxxxx & Company, Incorporated;
5. Jefferson National Life Insurance Company of New York is hereby added as a party;
6. All other terms of the Agreement shall remain in full force and effect.
IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in its name and on its behalf by its duly authorized representative effective as of January 1, 2015.
|
THE XXXXX PORTFOLIOS | |
|
| |
|
By: |
/s/ Xxxx Xxxx |
|
Name: |
Xxxx Xxxx |
|
Title: |
Secretary |
|
| |
|
XXXX XXXXX & COMPANY, INCORPORATED | |
|
| |
|
|
|
|
By: |
/s/ Xxxx Xxxx |
|
Name: |
Xxxx Xxxx |
|
Title: |
Senior Vice President |
|
| |
|
| |
|
JEFFERSON NATIONAL LIFE INSURANCE COMPANY | |
|
| |
|
| |
|
By: |
/s/ Xxxxx X. Xxxxxx |
|
Name: |
Xxxxx X. Xxxxxx |
|
Title: |
General Counsel and Secretary |
|
| |
|
| |
|
JEFFERSON NATIONAL LIFE INSURANCE | |
|
COMPANY OF NEW YORK | |
|
| |
|
| |
|
By: |
/s/ Xxxxx X. Xxxxxx |
|
Name: |
Xxxxx X. Xxxxxx |
|
Title: |
General Counsel & Secretary |
SCHEDULE A
Account(s) |
|
Form # |
|
|
|
- Jefferson National Life Annuity Account C |
|
22-4025 (Individual) |
|
|
32-4000 (Group) |
|
|
|
- Jefferson National Life Annuity Account E |
|
22-4047/32-4003 (Achievement) |
|
|
22-4048/32-4002 (Educator) |
|
|
|
- Jefferson National Life Annuity Account F |
|
22-4061 |
|
|
|
- Jefferson National Life Annuity Account G |
|
22-4056; JNL-2300; JNL-2300-1; JNL 2300-2 |
|
|
|
- Jefferson National Life Annuity Account H |
|
CVIC-2000 or —2001 (state specific) |
|
|
|
- Jefferson National Life Annuity Account I |
|
CVIC-2004 or —2005(state specific) |
|
|
|
- Jefferson National Life Annuity Account J |
|
JNL-2100 |
|
|
|
- Jefferson National Life Annuity Account K |
|
JNL-2200 |
|
|
|
- Jefferson National Life Account L |
|
CVIC-1001 and —1003 |
|
|
|
- Monument Advisor New York |
|
|