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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.

August 10, 2015

Advisor Perspectives: Fees vs. Commissions: Why An Old Debate Is New Again

In a recent Advisor Perspectives article, Bob Veres looks at how robos are changing the discussion around fees and commissions.

August 4, 2015

Barron's Penta Daily: Wealth Trend to Watch

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.

April 4, 2016

Bloomberg: At Last, Brokers Must Put Your Retirement Needs First

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. 

December 1, 2015

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. 

October 21, 2015

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. 

Financial Advisor IQ - Rise of the Machine: Robo-Advisors Plot to Take Over

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.

August 11, 2015

Financial Advisor IQ: RIAs Attract Two Million More Clients: Study

Recent study published in Financial Advisor IQ finds significant growth among RIAs. 

September 8, 2015

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.”

August 26, 2015

Financial Advisor: Advisors Stay the Course Amid Monday's Market Drop

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.