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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
Advisor Insights | January 26, 2015

The Tax-Alpha Expert's VA

More Wealth for Your HNW Clients In a Time of High Taxes, Low Yields and Ongoing Volatility

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.