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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
April 18, 2016

Financial Planning: Robo Consolidation Creates Advisor Value

How robo consolidation will create value for both advisors and consumers, according to Jefferson National’s CEO, Mitch Caplan via Financial Planning.

April 18, 2016

IRIS: A New Approach to Tax Planning with IOVAs

Jefferson National’s CEO, Mitch Caplan, introduces a new approach to tax planning.

March 22, 2016

LIFE&Health Advisor: In Profile: Tom Quinn

Jefferson National Chief Investment & Research Officer Tom Quinn discusses “the dogged tenacity of our low-interest climate”, in a recent LIFE&Health Advisor article.

April 18, 2016

Financial Planning: Now It's Your Turn to Take on Big Data

Jefferson National’s CEO, Mitch Caplan, article, “Now It’s Your Turn to Take on Big Data,” is included in Financial Planning’s 30-day series on “smart ways to grow your practice.”

March 7, 2016

IRIS: Eight Traits of Highly Successful Advisors

Jefferson National’s CEO, Mitch Caplan, defines the “Eight Traits of Highly Successful Advisors,” according to Jefferson National’s recent Advisor Authority study. 

April 12, 2016

ThinkAdvisor: Highest Earning Advisors Are 'Tech Obsessed'

Jefferson National CEO Mitch Caplan’s latest webcast, “State of JeffNat” is the subject of a new ThinkAdvisor article entitled, “Highest Earning Advisors Are ‘Tech Obsessed’: Jefferson National.” The article focuses on integration, consolidation, and the DOL Ruling.

April 12, 2016

Kiplinger: Variable Annuities: Guaranteed Income, With a Catch

Unlike many others in its space, Jefferson National’s platform is described as simple and straightforward, according to an article published in Kiplinger.

April 12, 2016

The Future is Fee-based

A word from our CEO, Mitch Caplan, on the recent announcement of the Department of Labor Ruling. 

May 3, 2016

Financial Planning: IBDs Change Tune on Digital Advice Ahead of Fiduciary Rule

Jefferson National’s CEO Mitch Caplan discusses the challenges that many independent broker-dealers may face as a result of the DOL fiduciary rule.

March 4, 2016

RIA Biz: LPL's Casady is latest to warn of end to commission-sold VAs in retirement plans

Jefferson National President Larry Greenberg is one of the industry experts quoted in an RIA article concerning the DOL Fiduciary Ruling. The article takes a look at how some of the leaders in the industry are reacting to the potential ruling.