Jefferson National Life Insurance Company’s Financial Strength Rating has been upgraded to an A by A.M. Best with a stable outlook.
In a recent Advisor Perspectives article, Bob Veres looks at how robos are changing the discussion around fees and commissions.
Barron’s latest article on ‘estate planning challenges’ uses topline statistics from Jefferson National’s recent Advisor Authority survey to help explain how technology is changing the nature of financial advice. According to the survey, 19% of financial advisors use robo-advice to automate menial tasks like rebalancing portfolios which, in turn, frees up time and allows the advisor to tackle more complicated advising issues.
Jefferson National’s CEO Mitch Caplan was featured in a Bloomberg News article regarding the DOL fiduciary ruling. The article explains the ruling from the perspective of the end consumer.
Digital Journal: BTS Tactical Fixed Income VIT Now Added to Jefferson National's Investment-Only Variable Annuity Platform
Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s Monument Advisor.
RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options.
A MyPrivateBanking.com study cited by InvestmentNews, states that the collective robo-advisor asset figure is expected to grow from $14 billion (2014) to $225 billion within the next five years. According to Deborah Fox, Founder of Fox Financial Planning Network, the advisors who don’t incorporate these services into their practice will soon fall behind.
Recent study published in Financial Advisor IQ finds significant growth among RIAs.
Financial Advisor: "Favorite Child: Stripped-down, low-cost variable annuities are selling surprisingly well."
In Financial Advisor’s latest article, writer Ben Mattlin reaches out to Jefferson National President Larry Greenberg to discuss the power of tax deferral and the benefits of IOVAs. According to experts, “investment-focused VAs are a growing category in the industry.”
In an article published in Financial Advisor, Mitch Caplan states that advisors are confident in their ability to communicate with clients about the recent market downturn.