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
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

Before we came along, variable annuities weren't very friendly for advisors. One big reason: Fee management was cumbersome, clumsy and uncustomizable.

We changed all that. Our breakthrough fee management tool gives you the power to handle your management fees the way you want. Set it up once and forget it, or take a more active approach. Whatever suits your practice.

You control:

  • The effective date of the fee withdrawal
  • The frequency of withdrawal: One-time, monthly, quarterly, semi-annually or annually
  • Your fund distribution, whether pro rata or by specific funds
  • A percentage of the account or a set fee amount
  • Charge all contracts the same fee, or specify a fee by contract
  • Pull fees directly out of the actual investment or annuity you manage
  • Bill at the firm level, by individual advisor, or at any part of the hierarchy
  • Your payment method: EFT or check

Need help managing fees? Call us 866.667.0564

Supported by a powerful
technology platform

Enables creation and management of model portfolios, delivers mass transaction capabilities, and is ideally designed for RIAs and fee-based advisors.

Learn More