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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

A.M. Best: Upgrades Credit Ratings of Jefferson National Life Insurance Company

Jefferson National Life Insurance Company’s Financial Strength Rating has been upgraded to an A by A.M. Best with a stable outlook.

LIFE&Health Advisor: A Conversation With Mitchell H. Caplan

LIFE&Health Advisor features CEO, Mitch Caplan on Jefferson National’s latest Advisor Authority findings in an article entitled “A Conservation with Mitchell H. Caplan.”

Retirement Advisor Magazine: Inheriting Heirs Will Secure Your Firm's Future

Jefferson National’s President, Larry Greenberg was featured in the January issue of LifeHealthPro's Retirement Advisor Magazine. His article focuses on what's become known as the 'Great Wealth Transfer.'

Post-Election Results and Taxes: How They'll Impact Investors

Jefferson National’s CEO Mitch Caplan discusses post presidential election results and its impact on investors and taxes. 

LIFE&Health Advisor: Replacing Fixed Income in a Low Rate/Low Yield Environment

The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor. 

Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment

Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used. 

Financial Advisor: Annuities' Future

Writer Ben Mattlin interviews a number of advisors and industry experts, including Jefferson National’s Larry Greenberg, to discuss the impact of the DOL Fiduciary Ruling on the VA industry.

Financial Planning: The Richest Advisors are Targeting Millennials Now

In a recent Financial Planning article, author and Jefferson National CEO Mr. Caplan points out that the door is open for advisors to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.

LIFE&Health Advisor: How Advisors Are Changing the Financial Equation

A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.

LifeHealthPro: Joining the M&A bandwagon

Jefferson National’s leadership role in the RIA Market is recognized yet again in a LifeHealthPro article.