Put your fee management on cruise control
Before Jefferson National came along, variable annuities weren't very friendly for advisors. One big reason: Fee management was cumbersome, clumsy and uncustomizable.
Jefferson National changed all that. Our breakthrough fee management tool gives you the power to handle your management fees the way you want. Set it up once and forget it, or take a more active approach. Whatever suits your practice.
You control:
- The effective date of the fee withdrawal
- The frequency of withdrawal: One-time, monthly, quarterly, semi-annually or annually
- Your fund distribution, whether pro rata or by specific funds
- A percentage of the account or a set fee amount
- To charge all contracts the same fee, or to specify a fee by contract
- To pull fees directly out of the actual investment or annuity you manage
- To bill at the firm level, or by individual advisor, or at any part of the hierarchy
- Your payment method: EFT or check
Log in to our Account Management website with your Jefferson National credentials to manage client fees now.
