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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
March 9, 2015

The Power of Technology in Insurance

Advisors today are using more technology to increase efficiencies across all aspects of their practice, from financial planning to asset management, from doing business with fund partners to communicating with their clients. The trend is growing in relevance.

By Laurence Greenberg, President, Jefferson National
March 3, 2015

Countering Low Yield & Volatility: A New Approach to Tax Planning with IOVAs

JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.

By Laurence Greenberg, President, Jefferson National
July 7, 2014

Advisors and Clients Value Tax Deferral, But Unaware of Full Scope of Benefits

Greenberg explains how asset location is an effective strategy to minimize the impact of taxes, enhance after-tax returns and create "tax alpha" without increasing risk—and next-generation low-cost, Investment-Only Variable Annuities (IOVAs) are an effective solution once clients max out traditional tax-deferred vehicles, such as IRAs and 401(k)s. 

By Laurence Greenberg, President, Jefferson National
December 12, 2014

ABCs of Year-End Tax Planning

Laurence Greenberg, President of Jefferson National, examines how advisors can use the tax planning process to help clients control not only how much clients pay in taxes—but also when they pay taxes.  Greenberg provides guidelines for a number of different tactics to help clients diversify between different tax rates and different types of taxes, as well as to diversify between taxable investments and tax-deferred vehicles. He discusses the benefits of tax deferral and the various tax-deferred vehicles that are fundamental for nearly all clients to tax-optimize portfolios. 

By Laurence Greenberg, President, Jefferson National
December 9, 2014

A New Approach to Retirement Income: Next-Gen vs. Traditional VAs

JeffNat CEO Mitch Caplan examines factors driving today's retirement income challengeand compares costs and benefits of traditional and next-gen solutions.

By Mitchell Caplan, CEO, Jefferson National
November 21, 2014

Measuring Gamma in the Tax-Efficient Frontier

New Approach to Gamma: Asset Location one of Top Five Factors advisors can use to generate more retirement income.

By Laurence Greenberg, President, Jefferson National
July 30, 2015

A New Approach to Tax-Advantaged Investing: The Benefits of Investment-Only Variable Annuities

High tax rates have been top of mind for advisors and their clients in recent years, particularly for high-income investors and the high-net-worth. The majority of advisors and their clients value tax deferral, but many are unaware of the full scope of its benefits. And to optimize client outcomes, a new generation of variable annuities is key. 

By Mitchell Caplan, CEO, Jefferson National
March 25, 2014

The Evolving Variable Annuity Landscape

After the Crash of 2008, VA companies re-priced, re-tooled or retreated, while innovators re-focused on a new approach to tax-advantage investing.

By Laurence Greenberg, President, Jefferson National
May 28, 2014

Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier

Advisors turn to tax-optimized tactics for more Gamma to solve today’s triple threat: low yields, volatility and adequate equity exposure.

By Laurence Greenberg, President, Jefferson National
October 14, 2014

Planning's Triple Threat: Updated solutions to the retirement income challenge

Saving for retirement has changed dramatically. Over the next decade, Boomers will be turning 65 at a rate of 8,000 a day, and many will begin tapping into their savings. But Americans are living longer, and research consistently shows that outliving their assets is their number one concern. As the solvency of Social Security comes into question, and the safety net erodes in an economic environment that remains unstable, the retirement income challenge is very real.

By Laurence Greenberg, President, Jefferson National