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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
In The News

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. 

In The News

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. 

In The News

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. 

In The News

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.

In The News

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.

In The News

LifeHealthPro: Joining the M&A bandwagon

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

In The News

Finding Innovation in Fee Based Trends

As part of their “30-30 series,” Financial Planning published an article written by Jefferson National’s CEO, Mitch Caplan. Financial Planning’s “30-30 series” focuses on ways advisors can upgrade their practice.  

In The News

Financial Planning: Tech matches wealthiest clients with advisors

Jefferson National’s CEO, Mitch Caplan, discusses technology, the role for robos, and the importance of relationships and guided advice in his recent Financial Planning article. 

In The News

Financial Planning: Post-Brexit: How planning strategies for advisors must evolve

Jefferson National’s CEO Mitch Caplan discusses post-Brexit planning strategies in his recent article published in Financial Planning. 

In The News

Donald's Investment Tips Blog: The Truth About Variable Annuities

RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options.