FUND PARTICIPATION AGREEMENT Jefferson National Life Insurance Company Jefferson National Life Insurance Company of New York Columbia Funds Variable Insurance Trust Columbia Management Investment Advisers, LLC and Columbia Management Investment...Fund Participation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G • New York
THIS AGREEMENT, made and entered into as of this 11th day of December, 2015, by and among JEFFERSON NATIONAL LIFE INSURANCE COMPANY a Texas life insurance company, and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK , a New York life insurance company (each as the “Company”) on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE INSURANCE TRUST, an open-end management investment company organized under the laws of the Commonwealth of Massachusetts (the “Fund”); COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC (the “Adviser”), a Minnesota limited liability company; and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (the “Distributor”), a Delaware corporation.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G • New York
This Fund Participation Agreement (the “Agreement”), effective as of October 1, 2015 is made by and among Jefferson National Life Insurance Company (“Company”), JPMorgan Insurance Trust (the “Trust”), the Trust’s investment advisor, J. P. Morgan Investment Management Inc. (the “Adviser”), and the Trust’s administrator, JPMorgan Funds Management, Inc. (the “Administrator”).
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, JEFFERSON NATIONAL LIFE INSURANCE COMPANY AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G • New York
THIS AGREEMENT, made and entered into this 1st day of July 2015, by and among MFS VARIABLE INSURANCE TRUST, a Massachusetts business trust (“Trust I”); MFS VARIABLE INSURANCE TRUST II, a Massachusetts business trust (“Trust II”); MFS VARIABLE INSURANCE TRUST III, a Delaware statutory trust (“Trust III”) (Trust I, Trust II and Trust III each referred to, individually, as the “Trust” and, collectively, as the “Trusts”); JEFFERSON NATIONAL LIFE INSURANCE COMPANY, a Texas corporation (the “Company”) on its own behalf and on behalf of each of the segregated asset accounts of the Company set forth in Schedule A hereto, as may be amended from time to time (the “Accounts”); and MFS Fund Distributors, Inc., a Delaware corporation (“MFD”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G • Delaware
PARTICIPATION AGREEMENTParticipation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G • Delaware
THIS AGREEMENT is made and entered into this 30th day of September, 2015 between JEFFERSON NATIONAL LIFE INSURANCE COMPANY (the “Company”), a Texas life insurance company, on behalf of itself and its variable annuity and variable life insurance separate accounts set forth on Schedule A hereto as may be amended from time to time (each an “Account;” collectively, the “Accounts”),. JEFFERSON NATIONAL SECURITIES CORPORATION (“Contract Distributor”), JOHN HANCOCK VARIABLE INSURANCE TRUST, a business trust organized under the laws of the Commonwealth of Massachusetts (the “Trust”), and JOHN HANCOCK DISTRIBUTORS, LLC, a limited liability company organized under the laws of Delaware (the “Distributor”, and together with the Company and the Trust, “Parties”, and each individually, a “Party”).
SIXTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G
This Sixth Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC (the “Distributor”), Jefferson National Life Insurance Company (the “Company”) and Jefferson National Life Insurance Company of New York (the “Company of NY”).
AMENDMENT NO. 2 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G
This Amendment, effective as of , 2015, amends the Fund Participation and Service Agreement (the “Agreement”) dated November 13, 2013, between Jefferson National Life Insurance Company, Jefferson National Life Insurance Company of New York (collectively “Insurance Company”), for themselves and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”). All capitalized terms used herein and not otherwise defined shall have the meaning ascribed such terms in the Agreement.
Amendment No. 2 to Participation Agreement Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Jefferson National Life Insurance Company Jefferson National Securities CorporationParticipation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G
Franklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Jefferson National Life Insurance Company, and Jefferson National Securities Corporation, your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated November 14, 2008, and subsequently amended as of January 15, 2013, and further modified by an Addendum dated May 1, 2011 (the “Agreement”). The Parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
Amendment to Participation Agreement Between Northern Lights Variable Trust And Jefferson National Life Insurance Company And Jefferson National Life Insurance Company Of New YorkParticipation Agreement • April 25th, 2016 • Jefferson National Life Annuity Account G
For good and valuable consideration, the receipt of which is hereby acknowledged, the parties agree to amend the July 1, 2007 Participation Agreement between Northern Lights Variable Trust and Jefferson National Life Insurance Company as amended September 22, 2010, as follows:
