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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
January 26, 2015

The Tax-Alpha Expert's VA

Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.

June 7, 2016

The Stretch

Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. Learn how he leveraged Jefferson National’s Stretch Payout Option to give his clients more control over their legacies.

November 5, 2013

A New Approach to Gamma

David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.

November 17, 2014

Advanced Planning Techniques

Weston Financial recommends trusts for estate tax planning and income tax planning. A trust also offers trustees control over how assets are distributed to beneficiaries. Wrapping it in our low-cost Monument Advisor IOVA offers unprecedented flexibility, upside, and control.

November 5, 2014

The Fee-Based Advisor's VA

To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.