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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 2: Successful Advisors

Learn the eight traits of highly successful advisors to help you define and refine your own path to success. This latest Advisor Authority special provides key benchmarks and actionable insights from the most successful advisors, to help more RIAs and fee-based advisors drive growth, build a thriving practice, and establish a viable franchise for the future.

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PROFESSIONAL

Get access to all our Advisor Insights
and whitepapers

 

Resources for advisors

Third Annual Advisor Authority Study Confirms Customer Experience is Key Competitive Advantage for RIAs and Fee-Based Advisors to Retain Clients and Drive Greater Growth

Special Report’s 360-Degree View of Customer Experience Reveals What Matters Most to Unlock Client Satisfaction and Advisor Success. 

We're here to answer your questions Call us 866.667.0564

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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