PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORKParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Massachusetts
THIS AGREEMENT, made and entered into as of the 10th day of November, 2014 by and among Jefferson National Life Insurance Company of New York, (hereinafter the “Company”), a New York corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III, VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS V, each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
Participation Agreement as of January 1, 2015 Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. Jefferson National Life Insurance Company of New York Jefferson National Securities Corporation CONTENTSParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • California
As provided by Schedule C of the Agreement, this Notice proposes to Franklin Templeton Variable Insurance Products Trust, and Franklin/Templeton Distributors, Inc. the addition as of the offering date(s) listed below of the following Portfolios as additional investment options listed on Schedule C:
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 of New York Annuity Account 1 • 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 of New York Annuity Account 1 • New York
This Fund Participation Agreement (the “Agreement”), effective as of October 1, 2015 is made by and among Jefferson National Life Insurance Company of New York (“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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2017 • Jefferson National Life of New York Annuity Account 1 • Texas
THIS AGREEMENT, made as of November 11, 2016, between Northern Lights Fund Trust IV, an open-end management investment company organized as a Delaware business trust (the “Trust”), and Jefferson National Life Insurance Company of New York, a life insurance company organized under the laws of the State of Texas (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as the parties hereto may amend it from time to time (the “Accounts”) (individually, a “Party”, and collectively, the “Parties”) .
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and JEFFERSON NATIONAL LIFE INSURANCE COMPANY of NEW YORKParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Pennsylvania
THIS AGREEMENT, made and entered into as of the day of , 2014, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and JEFFERSON NATIONAL LIFE INSURANCE COMPANY of NEW YORK (hereinafter the “Company”), a New York corporation, on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
PARTICIPATION AGREEMENT AMONG MFS VARIABLE INSURANCE TRUST, MFS VARIABLE INSURANCE TRUST II, MFS VARIABLE INSURANCE TRUST III, JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK AND MFS FUND DISTRIBUTORS, INC.Participation Agreement • April 25th, 2016 • Jefferson National Life of New York Annuity Account 1 • 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 OF NEW YORK, a New York 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 AGREEMENTParticipation Agreement • April 25th, 2016 • Jefferson National Life of New York Annuity Account 1 • Delaware
PARTICIPATION AGREEMENT (Jefferson National Life Insurance Company of New York)Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Delaware
This Participation Agreement (“Agreement”), dated as of the day of , 2014, is made by and between JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (“Company”), on behalf of itself and each of the separate accounts identified on Exhibit A, which is attached hereto, as the parties hereto may amend from time to time (“Variable Accounts”), WADDELL & REED, INC. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and IVY FUNDS VARIABLE INSURANCE PORTFOLIOS (“Ivy Funds VIP”).
FUND PARTICIPATION AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
THIS AGREEMENT, made and entered into this 1st day of January 2015 (the “Agreement”) by and among Jefferson National Life Insurance Company of New York, organized under the laws of the State of New York (the “Company”), on behalf of itself and each separate account of the Company named in Schedule A to this Agreement, as may be amended from time to time (each account referred to as the “Account” and collectively as the “Accounts”); First Eagle Variable Funds, (the “Fund”), a statutory trust organized under the laws of the State of Delaware, and FEF Distributors, LLC (the “Distributor”), a Delaware limited liability company.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 1st day of December, 2014, by and between Eaton Vance Variable Trust (the “Trust”), a Massachusetts business trust, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio” and collectively, the “Portfolios”), Eaton Vance Distributors, Inc. (the “Distributor”), and Jefferson National Life Insurance Company of New York (the “Company”), a life insurance company organized under the laws of the State of New York.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
THIS AGREEMENT is executed as of , 2014, and effective as of January 1, 2015 (the “Effective Date”), by and among BLACKROCK VARIABLE SERIES FUNDS, INC. an open-end management investment company organized as a Maryland corporation (the “Fund”), BLACKROCK INVESTMENTS, LLC (“BRIL” or the “Underwriter”), a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended (the “1934 Act”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK a life insurance company organized under the laws of the state of New York (the “Company”), on its own behalf and on behalf of each separate account of the Company set forth on Schedule A, as may be amended from time to time (each separate account hereinafter referred to individually as an Account” and collectively as the “Accounts”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the day of , 2014, by and between Lord Abbett Series Fund, Inc. (the “Fund”) a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio”) and collectively, the “Portfolios”) Lord Abbett Distributor LLC, a New York limited liability company (the “Distributor”), and Jefferson National Life Insurance Company of New York (the “Company”), a life insurance company organized under the laws of the State of New York.
PARTICIPATION AGREEMENT Among JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, VIRTUS VARIABLE INSURANCE TRUST and VP DISTRIBUTORS, LLCParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Delaware
THIS AGREEMENT, effective as of the 1st day of January, 2015, by and among Jefferson National Life Insurance Company of New York (the “Company”), a New York life insurance company, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each account hereinafter referred to as the “Account”), VIRTUS VARIABLE INSURANCE TRUST (the “Fund”), a Delaware statutory trust, and VP DISTRIBUTORS, LLC (the “Distributor”), a Delaware limited liability company.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
This Agreement is entered into as of the 1st day of January 2014, by and among Jefferson National Life Insurance Company of New York (“Insurance Company”), a life insurance company organized under the laws of the State of New York, Jefferson National Securities Corporation, (“Contract Distributor”), LAZARD ASSET MANAGEMENT SECURITIES LLC (“Lazard”), and LAZARD RETIREMENT SERIES, INC. (“Fund”), with respect to the Fund’s Portfolios and shares classes named on Schedule 1, as it may be amended from time to time (each a “Portfolio”).
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.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2017 • Jefferson National Life of New York Annuity Account 1 • Delaware
This Agreement dated as of the 1st day of May, 2017 is made by and among Jefferson National Financial Corp., on behalf of the life insurance companies listed on Exhibit A (collectively, “Jefferson”) and the current and any future Jefferson separate accounts as applicable (“Variable Accounts”), MainStay VP Funds Trust, a registered investment management company and a Delaware statutory trust (the “Trust”), on behalf of its series (each such fund, a “Fund” and collectively, the “Funds”), and New York Life Investment Management LLC (the “Company”), which serves as manager to the Funds listed on Exhibit B.
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • New York
This Agreement is entered into as of the 1st day of January, 20154, between Jefferson National Life Insurance Company of New York , a life insurance company organized under the laws of the State of New York (“Insurance Company”), on behalf of itself and on behalf of the separate accounts set forth on Exhibit A, and each Participating Fund (as defined below).
Federated® FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Pennsylvania
This Agreement is entered into between the life insurance company executing this Agreement (the “Insurer”), on its behalf and on behalf of certain segregated asset accounts of the Insurer which may be listed on Exhibit A to this Agreement as updated from time to time by the Insurer (the “Separate Accounts”); Federated Insurance Series (the “Investment Company”); and Federated Securities Corp. (the “Distributor”).
PARTICIPATION AGREEMENTParticipation Agreement • April 25th, 2016 • Jefferson National Life of New York Annuity Account 1 • Delaware
THIS AGREEMENT is made and entered into this 30th day of September, 2015 between JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (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”).
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 28th, 2017 • Jefferson National Life of New York Annuity Account 1 • Ohio
This Fund Participation Agreement dated as of the 1st day of May, 2017 is made by and among Jefferson National Financial Corp. (“JNFC”), on behalf of its subsidiaries listed on Exhibit A (collectively, “Jefferson National” unless otherwise indicated) and the current and any future Jefferson National separate accounts as applicable (“Variable Accounts”), Nationwide Fund Distributors LLC (“NFD”), and Nationwide Variable Insurance Trust (the “Trust”).
MUTUAL TERMINATION AGREEMENTMutual Termination Agreement • November 1st, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
THIS MUTUAL TERMINATION AGREEMENT (the “Termination Agreement” is entered into this ________ day of ______________, 2022 by and between Jefferson National Life Insurance Company of New York, a New York stock life insurance company (“JNLIC-NY”), on its own behalf and on behalf of its various separate accounts that may be established under New York law from time to time (the “Separate Accounts”), and Jefferson National Securities Corporation, a Delaware corporation and a registered broker-dealer (the “JNSC”). Each JNLIC-NY and JNSC is hereinafter referred to as a “Party,” or collectively, 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
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”).
WELLS FARGO VARIABLE TRUST PARTICIPATION AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • California
THIS AGREEMENT is made this 1st day of January, 2015 among WELLS FARGO VARIABLE TRUST, a statutory trust formed under the laws of Delaware (the “Trust”), and Jefferson National Life Insurance Company of New York, a life insurance company organized under the laws of the State of New York (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A, as may be amended from time to time (the “Accounts”).
ContractLetter 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.Jefferson National Life of New York Annuity Account 1 • April 26th, 2022
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.
DISTRIBUTION AGREEMENTDistribution Agreement • November 1st, 2022 • Jefferson National Life of New York Annuity Account 1 • Ohio
THIS DISTRUBUTION AGREEMENT (“Agreement”), entered into as of November 1, 2022, is by and between JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (“JNLIC-NY”), on its behalf and on behalf of the separate accounts that are more particularly described below, and NATIONWIDE INVESTMENT SERVICES CORPORATION (“Distributor”). Each JNLIC-NY and Distributor is hereinafter referred to as a “Party,” or collectively, as the “Parties.”
AMENDMENT TO FUND PARTICIPATION AGREEMENT AMONG THE DIREXION INSURANCE TRUST, RAFFERTY ASSET MANAGEMENT, LLC, and JEFFERSON NATIONAL LIFE INSURANCE COMPANYParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
For good and valuable consideration, the receipt of which is hereby acknowledged, the parties agree to amend the May 1, 2005 Fund Participation Agreement, as amended (the “Agreement”), among The Potomac Insurance Trust, Rafferty Asset Management, LLC and Jefferson National Life Insurance Company (the “Insurance Company”) as follows:
FIFTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 28th, 2017 • Jefferson National Life of New York Annuity Account 1
WHEREAS, Jefferson National Life Insurance Company (“Company”), Waddell & Reed, Inc. (“W&R”), distributor for Ivy Funds Variable Insurance Portfolios, and Ivy Funds Variable Insurance Portfolios (the “Ivy Funds VIP”) entered into said Participation Agreement dated October 5, 2009, as amended, (the “Agreement”); and
AMENDMENT TO THE PARTICIPATON AGREEMENT By and Among JEFFERSON NATIONAL LIFE INSURANCE COMPANY And CREDIT SUISSE TRUST And CREDIT SUISSE ASSET MANAGEMENT, LLC And CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC.The Participaton Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS AMENDMENT to the PARTICIPATION AGREEMENT (the “Agreement”), dated May 1, 2006, by and among Jefferson National Life Insurance Company organized under the laws of Texas (the “Company”), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement as may be amended from time to time (each account referred to as the “Account”), Credit Suisse Trust, an open-end management investment company and business trust organized under the laws of the Commonwealth of Massachusetts (the “Fund”); Credit Suisse Asset Management, LLC a limited liability company organized under the laws of the State of Delaware (the “Adviser”); and Credit Suisse Asset Management Securities, Inc., a limited liability company organized under the laws of the State of Delaware (“CSAMSI”),is effective December 9, 2014.
AMENDMENT TO SERVICES AGREEMENTTo Services 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:
AMENDMENT TO THE PARTICIPATION AGREEMENT AND AMENDMENT TO THE MARKETING AND ADMINISTRATIVE SERVICES AGREEMENTThe Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment is made and entered into this 10th day of November, 2014 (the “Amendment”), by and among Jefferson National Life Insurance Company (“Jefferson Life”), Jefferson National Life Insurance Company of New York (“Jefferson Life of NY”), Putnam Retail Management Limited Partnership (“PRM”) and Putnam Variable Trust (“PVT”). Jefferson Life, Jefferson Life of NY, PRM, and PVT are referred to collectively herein as the “Parties.”
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 of New York Annuity Account 1
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:
AFFILIATED COMPANY SERVICES AGREEMENTAffiliated Company Services Agreement • November 1st, 2022 • Jefferson National Life of New York Annuity Account 1 • New York
This Affiliated Company Services Agreement (the “Agreement”) is effective November 1, 2022, by and between Jefferson National Life Insurance Company of New York, a New York corporation (“JNLIC-NY”) and Nationwide Investment Services Corporation (“NISC”), an Oklahoma corporation. JNLIC-NY and NISC are hereinafter referred to collectively as “Parties” and individually as a “Party.”
