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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

The Power of Technology in Insurance

Laurence Greenberg, President, Jefferson National , 03/09/2015

Advisors today are using more technology to increase efficiencies across all aspects of their practice, from financial planning to asset management, from doing business with fund partners to communicating with their clients. The trend is growing in relevance.

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Resources for advisors

Jefferson National Eclipses $3 Billion in Sales to RIAs and Fee-Based Advisors of Flat-Fee Investment-Only Variable Annuity

More Than 30% Growth in New Advisors Using Monument Advisor Platform in 2014 

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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 2,000 RIAs and fee-based advisors nationwide. The Company is based in Louisville, KY, with authority in 49 states and the District of Columbia.

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