Standard Contracts
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. AMENDED AND RESTATED DISTRIBUTION AND SHAREHOLDER SERVICES AGREEMENTDistribution and Shareholder Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1
This Agreement, effective as of May 1, 2012, as revised September 26, 2012, March 27, 2013 and as revised February 25, 2014 is between Jefferson National Life Insurance Company (“Company”) and Northern Lights Variable Trust (the “Trust”), and is intended to supplement the Participation Agreement dated July 1, 2007, as amended, by and between the Company and the Trust.
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
This will confirm the terms of our agreement (the “Administrative Services Agreement” or the “Agreement”) dated as of January 1, 2015, by and between First Eagle Variable Funds (the “Fund”), on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, and Jefferson National Life Insurance Company of New York (the “Insurance Company”) with respect to the Insurance Company’s provision of certain administrative services with respect to the shares of the Fund (the “Shares”).
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. SERVICE AGREEMENTService Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
This will confirm the terms of our agreement (the “Service Agreement”) dated as of December 17, 2014, by and between the Lord Abbett Series Fund, Inc. (the “Fund”), on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, and Jefferson National Life Insurance Company of New York (the “Insurance Company”), implementing the terms and provisions of a service agreement with respect to shares of the Fund (the “Shares”).
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED.Distribution Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1
We wish to enter into an Agreement with you with respect to our providing distribution, advertising and marketing assistance and shareholder services relating to the Service shares of each series of the management investment companies (each a “Fund”) set forth on Schedule A hereto, as such Schedule may be revised from time to time, or if no series are set forth on such Schedule, the Fund, for which you are the principal underwriter as defined in the Investment Company Act of 1940, as amended (the “Act”), and the exclusive agent for the continuous distribution of shares of the Funds pursuant to the terms of a Distribution Agreement between you and the Fund.
AMENDMENT TO SERVICES AGREEMENTServices Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1
NOW, THEREFORE, for good and valuable consideration the adequacy of which is hereby acknowledged, the Agreement is hereby amended, effective as of January 1, 2015, as follows:
Administrative Services Agreement Franklin Templeton Services, LLC Jefferson National Life Insurance Company of New YorkAdministrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • California
THIS AGREEMENT, by and between Franklin Templeton Services, LLC (the “Fund Administrator”), and Jefferson National Life Insurance Company of New York (the “Company”), concerning certain administrative services with respect to each series (“Fund” or “Funds”) of Franklin Templeton Variable Insurance Products Trust (the “Trust”), which Funds are specified in the Participation Agreement, as may be amended from time to time, among the Company, the Trust, and Franklin Templeton Distributors, Inc. (the “Underwriter”), among others, dated January 1, 2015 (the “Participation Agreement”).
ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
This will confirm the terms of our agreement (the “Administrative Services Agreement”) dated as of December 17, 2014, by and between Lord Abbett Series Fund, Inc. (the “Fund”), on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, and Jefferson National Life Insurance Company of New York (the “Insurance Company”) with respect to the Insurance Company’s provision of certain administrative services with respect to the shares of the Fund (the “Shares”).
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
THIS AGREEMENT is executed as of December 17, 2014, and effective as of January 1, 2015 (the “Effective Date”, between BLACKROCK ADVISORS, LLC (“BAL”) and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, a life insurance company organized under the laws of the State of New York (the “Insurer”).
ContractFee Letter and Administrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED.
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICE AGREEMENTAdministrative Service Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • Delaware
This Administrative Service Agreement (the “Agreement”), effective as of May 1, 2017 is made by and between Jefferson National Financial Corp. (“Jefferson”) and New York Life Investment Management LLC and NYLIFE Distributors LLC (New York Life Investment Management LLC and NYLIFE Distributors LLC are collectively referred to herein, as the context requires, as the “Company”);
MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTMarketing and Administrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1
Jefferson National Life Insurance Company of New York (“Firm”) and VP Distributors, LLC (“Distributor”) mutually agree to the arrangements set forth in this Marketing and Administrative Services Agreement (the “Agreement”) effective as of January 1, 2015. Finn and the Distributor are referred to collectively herein as the “Parties.”
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
AGREEMENT effective as of the 1st day of January, 2015 by and between THE DREYFUS CORPORATION (“Dreyfus”), a New York corporation, and Jefferson National Life Insurance Company of New York, a life insurance company organized under the laws of the State of New York (“Insurance Company”).
CERTAIN INFORMATION IN THIS EXHIBIT HAS BEEN REDACTED BECAUSE IT IS BOTH NOT MATERIAL AND WOULD BE COMPETITIVELY HARMFUL IF PUBLICLY DISCLOSED. FORM OF DISTRIBUTION SUB-AGREEMENTDistribution Agreement • April 26th, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
BLACKROCK VARIABLE SERIES FUNDS, INC. (the “Company”), on behalf of each of its series as may be amended from time to time (the “Portfolios”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (the “Insurance Company”) mutually agree to the arrangements set forth in this Agreement (the “Agreement”) dated as of January 1, 2015.
