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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
September 16, 2015

IRI Insight Newsletter: Advisors' Take on The Retirement Income Challenge

In the IRI’s Insight Newsletter, our CEO Mitch Caplan cites results from the Advisor Authority Study, addressing the “very real” Retirement Income Challenge. 

By Mitchell H. Caplan
August 18, 2015

Eight Traits of Highly Successful Advisors

The advisor industry continues to evolve as innovation disrupts the status quo. For those who can evolve with the industry, there will be greater opportunities ahead. Jefferson National’s inaugural Advisor Authority study identifies “Eight Traits of Highly Successful Advisors” who are driving change in our industry.

By Mitchell H. Caplan
July 24, 2015

ADVISOR AUTHORITY - Executive Report: The Innovation and Issues that RIAs and Fee-Based Advisors Care About Most

It is our commitment to serving RIAs and fee-based advisors that inspired us to launch an annual nationwide study that we are calling Advisor Authority. Commissioned by Jefferson National and conducted online by Harris Poll in April, 2015, this study surveys more than 500 financial advisors nationwide, focusing on the innovation and issues you care about most.

July 24, 2015

ADVISOR AUTHORITY - Executive Summary: The Innovation and Issues that RIAs and Fee-Based Advisors Care About Most

It is our commitment to serving RIAs and fee-based advisors that inspired us to launch an annual nationwide study that we are calling Advisor Authority. Commissioned by Jefferson National and conducted online by Harris Poll in April, 2015, this study surveys more than 500 financial advisors nationwide, focusing on the innovation and issues you care about most.

July 24, 2015

ADVISOR AUTHORITY - Key Findings: The Innovation and Issues that RIAs and Fee-Based Advisors Care About Most

It is our commitment to serving RIAs and fee-based advisors that inspired us to launch an annual nationwide study that we are calling Advisor Authority. Commissioned by Jefferson National and conducted online by Harris Poll in April, 2015, this study surveys more than 500 financial advisors nationwide, focusing on the innovation and issues you care about most.

July 24, 2015

ADVISOR AUTHORITY - Fact Sheet: Bridging The Robo Divide

Top advisors are more likely to be more familiar with robo-advisors, more likely to be early adopters—and more likely to use robo-advice in their practice. 43% of High Earning Advisors (more than $500K per year) and 47% of Advisors with High AUM ($250 million or more) say that they are extremely or very familiar with the model, compared to 25% of advisors overall.

December 1, 2014

Life & Health Advisor - Wealth Transfer and Generational Planning: Driving Growth for Advisors and Their Clients

In an article published by LIFE&Health Advisor, Laurence Greenberg, President of Jefferson National, examines how the transfer of wealth between generations has become a defining issue for the financial services industry. In the coming years, RIAs and fee-based advisors will need to prepare for an inevitable shift that will significantly impact how they manage their practice and counsel their clients. This massive intergenerational transfer of wealth is starting now—and is on pace to accelerate over the next three decades. Any advisor who is building their practice for the long-term must take action.

By Laurence Greenberg, President, Jefferson National
December 2, 2014

Wealth Management - This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts

Estate planning and wealth transfer should be top of mind, especially for high-net worth and ultra-high net worth clients. There are nearly two million high-net worth households in the U.S. While roughly 60 percent believe a financial legacy is important, nearly three-fourths (72 percent) do not have a comprehensive estate plan.

By Laurence Greenberg, President, Jefferson National
April 22, 2015

Using Trusts: Current Landscape and Outlook

Jefferson National’s Latest Survey Shows Majority of RIAs and Fee-Based Advisors are Underutilizing the Tax Advantages of Investment-Only Variable Annuities When Funding Trusts

January 2, 2015

New Approaches to Retirement Income: Utilizing the Benefits of Investment-Only VAs

The retirement income challenge is real. Over the next decade, more than 10,000 Baby Boomers will turn sixty-five every day. They share one common fear: outliving their retirement savings. And advisors share their concerns. 71 percent of RIAs and fee-based advisors say that the three biggest challenges to generating retirement income today are confronting a low-yield market environment, managing ongoing volatility and maintaining adequate equity exposure. Laurence Greenberg, President of Jefferson National, examines how complex market dynamics have forced many traditional variable annuity companies to re-price, re-tool or retreat from the industry entirely—and how innovative companies have fostered the growth of a new generation of IOVAs. 

By Laurence Greenberg, President, Jefferson National