EX-99.(7)(H) 11 a14-20426_8ex99d7h.htm EX-99.(7)(H)

Exhibit (7)(h)

 

FIRST AMENDMENT

TO

FUND PARTICIPATION AGREEMENT

 

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”).

 

WHEREAS, the Company, the Fund and Columbia are the parties to the Agreement pursuant to that certain Assignment and Assumption Agreement dated March 7, 2011 between the Company, Columbia, Seligman Portfolios, Inc. and the Fund; and.

 

WHEREAS, the Company, the Fund and Columbia wish to join Jefferson National Life Insurance Company of New York (“JNLICNY”) as an additional party to the Agreement, and JNLICNY wishes to be so joined, as provided herein;

 

WHEREAS, the parties desire to further amend the Agreement as provided herein.

 

NOW, THEREFORE, in consideration of the mutual promises set forth herein, the parties hereto agree as follows:

 

1.              JNLICNY is hereby joined as a party to the Agreement as an additional “Company”, as such term is defined in the Agreement, and shall have all of the rights and obligations of a Company as set forth in the Agreement.

 

2.              Schedule A of the Agreement is hereby deleted in its entirety and replaced with the attached Schedule A.

 

All other terms and provisions of the Agreement not amended herein shall remain in full force and effect.  Unless otherwise specified, all defined terms shall have the same meaning given to them in the Agreement.

 

Effective Date:  January 1, 2015

 



 

IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the Effective Date.

 

 

JEFFERSON NATIONAL LIFE

 

INSURANCE COMPANY

 

 

 

By:

 

 

Name:

Craig A. Hawley

 

Title:

General Counsel & Secretery

 

Date:

 

 

 

 

 

 

JEFFERSON NATIONAL LIFE

 

INSURANCE COMPANY OF NEW YORK

 

 

 

By:

 

 

Name:

Craig A. Hawley

 

Title:

General Counsel & Secretary

 

Date:

 

 

 

 

COLUMBIA FUNDS VARIABLE

 

SERIES TRUST II

 

 

 

By:

 

 

Name:

 

 

Title:

 

 

Date:

 

 

 

 

COLUMBIA MANAGEMENT INVESTMENT

 

ADVISERS, LLC

 

 

 

By:

 

 

Name:

 

 

Title:

 

 

Date:

 

 

 



 

SCHEDULE A

Revised December 17, 2014

 

Names of Separate Account and

 

Contracts Funded

 

Class of

Date Established by Board of Directors

 

By Separate Account

 

Shares

 

 

 

 

 

Conseco Variable Annuity Account C-

 

Annuity Contract Form No. 22-

 

Class 2

 

 

 

 

 

(5/1/93) Conseco Variable Annuity Account

 

4025 Annuity Contract Form No.

 

Class 2

 

 

 

 

 

E- (11/12/93) Conseco Variable Annuity

 

22-4047,

 

Class 2

 

 

22-4048

 

 

Account F- (9/26/97) Conseco Variable

 

Annuity Contract Form No. 22-

 

Class 2

 

 

 

 

 

Annuity Account G- (1/18/96) Conseco

 

4061 Annuity Contract Form No.

 

Class 2

 

 

 

 

 

Variable Annuity Account H- (11/1/99)

 

22-4056

 

Class 2

 

 

 

 

 

Conseco Variable Life Account A- (tbd)

 

Annuity Contract Form No. CVIC-2000, CVIC-2001

 

 

 

 

Contract Form No. CVIC-1000

 

 

Jefferson National Life of New York Annuity Account 1

 

JNL-2300-1-NY

 

Class 2