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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
February 24, 2016

Investment News: DOL Fiduciary Rule Will Transform the Annuity Industry

InvestmentNews sought the perspective of Jefferson National President Larry Greenberg on how the DOL’s fiduciary rule will affect the annuity industry. 

InvestmentNews: Advisers optimistic about 2016 business

The New Year assures many upcoming changes for the financial advice industry. Fortunately, many advisors foresee this shift in landscape to result in more opportunities for their 2016 business. Results from the InvestmentNews 2016 Outlook survey show that three quarters of advisors are optimistic about business growth in the year ahead. 

September 2, 2015

InvestmentNews: Predicting How Robo-Advisers Will Evolve Based on the History of TAMPs

In an InvestmentNews article, writer Gary Manguso explains just how vulnerable robo-advisors will be to market dips and why only “a select few” will rise from the ashes. Manguso backs this allegation by generating points of comparison between the history of TAMPs and the future of the robo-advisors. 

July 28, 2015

InvestmentNews: The Great Wealth Transfer is Coming, Putting Advisers at Risk

According to an article posted by InvestmentNews, “over the next 30 years, an epic $30 trillion will be passed down from baby boomers to Generation X to millennials.” However, surprising reports from a Corporate Insight survey suggest that only 20% of advisors are targeting these younger family members of their clients, putting themselves at high risk of losing their hard-earned assets and threatening the reputation of their business. 

October 9, 2015

Investopedia: Life Insurance vs. Annuity

An article from Investopedia mentions JeffNat when discussing the “Best Strategy” for using a VA. The author highlights the benefits of using low-cost VAs, especially after maxing out 401(k) and IRA contributions. 

September 23, 2015

Investor Business Daily: Financial Advisor Pro Tells How Tech Tools Hold Keys to Success

In an Investor’s Business Daily article, Jefferson National CEO Mitch Caplan introduces findings from our Advisor Authority study to explain what is needed to succeed in today's competitive marketplace. 

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 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. 

September 22, 2015

Jefferson National Hosts Session, "Bridging The Robo Divide" at FPA's Annual Conference

Jefferson National will host a session titled “Bridging the Robo Divide: Learn from the Experts and Early Adopters” at FPA’s Annual Conference on September 27.

October 9, 2015

Journal of Financial Planning: Managing Client Anxiety Beyond Market Volatility

The Journal of Financial Planning’s Practice Management Blog cites results from Jefferson National’s Advisor Authority Study, including the top three “biggest concerns” of clients and what advisors are saying is the No. 1 issue for both the macro environment and investment execution.