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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.

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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

Planning's Triple Threat: Updated solutions to the retirement income challenge

Laurence Greenberg, President, Jefferson National , 10/14/2014

Saving for retirement has changed dramatically. Over the next decade, Boomers will be turning 65 at a rate of 8,000 a day, and many will begin tapping into their savings. But Americans are living longer, and research consistently shows that outliving their assets is their number one concern. As the solvency of Social Security comes into question, and the safety net erodes in an economic environment that remains unstable, the retirement income challenge is very real.

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Resources for advisors

Washington Politics Rated One of Top Three Trends That Will Impact Advisors' and Investors' Approach to Investing in 2017

Third Annual Advisor Authority Study Shows Gridlock in Washington Spikes among Top Macro Issues Advisors and Investors Believe Will Adversely Impact Portfolios

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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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