We’re the people who
We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
New in the Knowledge Bank
JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.
Get access to all our Advisor Insights
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