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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

We’re the people who
re-engineered the
variable annuity

Our MISSION

We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.

Our GOAL

We help advisors take a seat on the client’s side of the table by delivering greater consumer value.

New in the Knowledge Bank

Advisor Authority 2017 Chapter 3: Moving the Needle - Targeting the Emerging High Net Worth

11/06/2017

Tap into the Emerging High Net Worth segment of clients who are thriving, growing and accumulating more wealth. This latest Advisor Authority report zeroes in on this segment to help RIAs and fee-based advisors move the needle for their practice, enhance current profitability, and build a foundation for the future growth of their firms.

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PROFESSIONAL

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and whitepapers

 

Resources for advisors

Third Annual Advisor Authority Study Profiles Emerging High Net Worth Investors to Help RIAs and Fee-Based Advisors Move the Needle and Grow Their Practice

Special Report Reveals One-Third of Emerging HNW and More Affluent Investors Do Not Have Advisors, Identifies Their Unique Needs to Drive Client Satisfaction and Advisor Success.

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Frequently Asked Questions

Who is Jefferson National?
Founded in 1937, Jefferson National is a recognized innovator of tax-deferred investing solutions for RIAs, fee-based advisors and the clients they serve. Creating the industry's largest selection of investment options, and utilizing a highly-flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, we serve a network of 4,000 RIAs and fee-based advisors nationwide. The Company is based in Louisville, KY, and serves advisors and clients in all 50 states and the District ofColumbia, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York.

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