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:
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 (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”).
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”).
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”).
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:
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 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 AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment, effective as of January 1, 2015 (this “Amendment”), modifies, supplements, and amends the Participation Agreement, made and entered into as of the 1st day of May, 2003 (the “Participation Agreement”), by and among Jefferson National Life Insurance Company, a life insurance company organized under the laws of Texas, on its own behalf and on behalf of each separate account of the Company set forth on Schedule B thereto, and Royce Capital Fund (the “Fund”), a Delaware business trust, and Royce & Associates, LLC, a Delaware limited liability company (the “Adviser”). Capitalized terms used in this Amendment and not otherwise defined in this Amendment shall have the meanings given to them in the Participation Agreement.
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS AMENDMENT TO THE FUND PARTICIPATION AGREEMENT (the “Amendment”) is executed this day of November, 2014 by and among SEI Insurance Products Trust (the “Trust”), SEI Investments Distribution Co. (“Distributor”) and Jefferson National Life Insurance Company (“Company”).
Amendment to Fund Participation Agreement Between Two Road Shared Trust And Jefferson National Life Insurance CompanyFund Participation 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 July 1, 2007 Participation Agreement (“Agreement”) between Northern Lights Variable Trust and Jefferson National Life Insurance Company, as amended, as follows:
FIRST AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
Amendment dated as of January 1, 2015 to the Fund Participation Agreement (the “Agreement”), dated as of May 1, 2000, between JEFFERSON NATIONAL LIFE INSURANCE COMPANY (the “Company”), on its own behalf and on behalf of its separate accounts (the “Accounts”); COLUMBIA FUNDS VARIABLE SERIES TRUST II (the “Fund”); and COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC ( “Columbia”).
Amendment to Fund Participation Agreement Among The Merger Fund VL, Westchester Capital Management, Inc. and Jefferson National Life Insurance CompanyFund Participation 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, 2010 Participation Agreement (“Agreement”) among The Merger Fund VL, Westchester Capital Management, Inc. Jefferson National Life Insurance Company, as follows:
AMENDED AND RESTATED PARTICIPATION AGREEMENT BY AND AMONG INVESCO VARIABLE INSURANCE FUNDS, INVESCO DISTRIBUTORS, INC., JEFFERSON NATIONAL LIFE INSURANCE COMPANY, ON BEHALF OF ITSELF AND ITS SEPARATE ACCOUNTS, JEFFERSON NATIONAL LIFE INSURANCE COMPANY...Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Delaware
THIS AMENDED AND RESTATED PARTICIPATION AGREEMENT is made and entered into as of the 1ST day of January 2015 (the “Agreement”) by and among Invesco Variable Insurance Funds, a Delaware statutory trust (“AVIF”); Invesco Distributors, Inc., a Delaware corporation (“Invesco”); Jefferson National Life Insurance Company, a Texas life insurance company (“JNL”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as may be amended from time to time (each, an “Account,” and collectively, the “Accounts”); Jefferson National Life Insurance Company of New York, a New York life insurance company (“JNL NY”), on behalf of itself and each of its Accounts listed in Schedule A hereto, as may be amended from time to time; and Jefferson National Securities Corporation, an affiliate Insurance Company(the “Underwriter”). AVIF, Invesco, JNL, JNL NY and the Underwriter are collectively referred to herein as the “Parties.” The Insurance Companies are jointly referred to
AMENDMENT TO FUND PARTICIPATION AGREEMENT Janus Aspen Series (Service Shares)Fund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment (the “Amendment”) to the Agreement (as defined below) is made as of January 1, 2015 between Janus Aspen Series, an open-end management investment company organized as a Delaware statutory trust (the “Trust”), Janus Distributors LLC (the “Distributor”), and 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 (collectively, the “Company”).
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS AMENDMENT TO PARTICIPATION AGREEMENT is made as of this day of December, 2014 by and among JEFFERSON NATIONAL LIFE INSURANCE COMPANY (“Jefferson”), PIONEER VARIABLE CONTRACTS TRUST (“Fund”), PIONEER INVESTMENT MANAGEMENT, INC. (“Adviser”), and PIONEER FUNDS DISTRIBUTOR, INC (“Distributor”) collectively the Parties. Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
AMENDMENT TO FUND PARTICIPATION AGREEMENT AMONG THE ALGER AMERICAN FUND, FRED ALGER AND COMPANY, INCORPORATED, 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 Fund Participation Agreement among The Alger American Fund, Fred Alger and Company, Incorporated, and Jefferson National Life Insurance Company, dated March 31, 1995, as amended (the “Agreement”), as follows;
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment (“Amendment”) to the Participation Agreement dated May 1, 2006, as amended (the “Agreement”), by and among Jefferson National Life Insurance Company (“Company”), the undersigned funds, each a corporation organized under the laws of the State of Maryland (each hereinafter referred to as the “Fund”) and T. Rowe Price Investment Services, Inc. (the “Underwriter”) is made as of January 1 , 2015.
Amendment to Fund Participation Agreement Among Timothy Plan, Timothy Partners And Jefferson National Life Insurance CompanyFund Participation 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 September, 2010 Participation Agreement (“Agreement”) among Timothy Plan, Timothy Partners, and Jefferson National Life Insurance Company, as follows:
AMENDMENT NO. 14 TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS AMENDMENT NO. 14 TO FUND PARTICIPATION AGREEMENT (“Amendment”) is made as of this day of October, 2014 by and between JEFFERSON NATIONAL LIFE INSURANCE COMPANY and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK (collectively, the “Company”) and AMERICAN CENTURY INVESTMENT SERVICES, INC. (the “Distributor”). Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
FIRST AMENDMENT TO PARTICIPATION AGREEMENT, SERVICES AGREEMENT AND THIRD PARTY INVESTOR SERVICES AGREEMENTServices Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS FIRST AMENDMENT to the following agreements: 1) the Participation Agreement dated July 27, 2011 (the “Participation Agreement”) among Rydex Variable Trust, SBL Fund (predecessor in interest to Guggenheim Variable Funds Trust with respect to the applicable Funds), Rydex Distributors, LLC (“RDL”) (predecessor in interest to Guggenheim Funds Distributors, LLC, or “GFD”), and Jefferson National Life Insurance Company (“Jefferson National”); 2) the Services Agreement dated as of July 27, 2011 (the “Services Agreement”) between RDL and Jefferson National; and 3) the Third Party Investor Services Agreement dated July 27, 2011 (the “Third Party Agreement”) between RDL and Jefferson National, is made as of November 18, 2014.
AMENDMENT TO FUND PARTICIPATION AGREEMENTParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS PARTICIPATION AGREEMENT AMENDMENT is made and entered into as of January 1, 2015 by and among Jefferson National Securities Corporation (formerly Inviva Securities) (“Contracts Distributor”), Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York (together, the “Insurer”), AllianceBernstein L.P. (“Adviser”) and AllianceBernstein Investments, Inc. (“Distributor”).
AMENDMENT TO THE PARTICIPATION AGREEMENT BY AND BETWEEN GOLDMAN SACHS VARIABLE INSURANCE TRUST, GOLDMAN, SACHS & CO. AND JEFFERSON NATIONAL LIFE INSURANCE COMPANYParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
THIS AMENDMENT TO THE PARTICIPATION AGREEMENT (the “Amendment”) is made and entered into this day of , 2014, by and between GOLDMAN SACHS VARIABLE INSURANCE TRUST (the “Trust”), GOLDMAN, SACHS & CO. (the “Distributor”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY, a Texas life insurance company (“Original Company”), and JEFFERSON NATIONAL LIFE INSURANCE COMPANY OF NEW YORK, a New York life insurance company (“New Company” and, together with Original Company, the “Insurance Companies” and, each, an “Insurance Company”), each Insurance Company on its own behalf and on behalf of each separate account of the Insurance Company identified herein.
AMENDMENT TO FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment to the Participation Agreement dated May 1, 2014 (“Agreement”), between Jefferson National Life Insurance Company (“Insurance Company”), Calvert Variable Series, Inc. (“CVS”), Calvert Variable Products, Inc. (“CVP”, and together with CVS, the “Funds”), and Calvert Investment Distributors, Inc. (“CID”) is effective as of January 1, 2015. All capitalized terms used herein and not otherwise defined shall have the meaning ascribed to such term in the Agreement.
AMENDMENT TO PARTICIPATION AGREEMENT, ADMINISTRATIVE SERVICES AGREEMENT FOR VP FUNDS AND DISTRIBUTION SERVICES AGREEMENT FOR VP FUNDS AMONG JEFFERSON NATIONAL LIFE INSURANCE COMPANY, PROFUNDS, ACCESS ONE TRUST AND PROFUND ADVISORS LLCParticipation Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1 • Maryland
This Amendment to each of (a) the Participation Agreement dated May 1, 2010, by and among Jefferson National Life Insurance Company (“Company”), ProFunds, Access One Trust, and ProFund Advisors LLC, (b) Administrative Services Agreement for VP Funds dated May 1, 2010 between the Company, ProFunds, and Access One Trust, and (c) Distribution Services Agreement for VP Fund dated May 1,2010 between the Company, ProFunds, and Access One Trust (collectively, the “Agreements”), is made as of December 2, 2014.
Amendment to Fund Participation Agreement Among Jefferson National Life Insurance Company, Nationwide Variable Trust And Nationwide Fund Distributors LLCFund Participation 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, 2007 Participation Agreement (“Agreement”) among Jefferson National Life Insurance Company, Nationwide Variable Trust, and Nationwide Fund Distributors, LLCas follows:
AMENDMENT NO. 1 TO FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • April 9th, 2015 • Jefferson National Life of New York Annuity Account 1
This Amendment, effective as of December , 2014, amends the Fund Participation and Service Agreement (the “Agreement”) dated November 13, 2013, between Jefferson National Life Insurance Company (“JNL”), for itself and on behalf of one or more 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.
