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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. 

Financial Planning: A Strategic Approach to Managing Taxes

How to maximize Tax Deferral? In a recent Financial Planning article, Jefferson National’s Chief Investment and Research Officer, Tom Quinn explains how advisors can implement a more strategic approach to managing taxes by using asset location. 

December 10, 2015

Life & Health Advisor: Bridging the Robo Divide

Industry expert and Jefferson National President Larry Greenberg shares his insight with Life & Health Advisor about “Bridging the Robo Divide.” According to Greenberg, “Technology is not about replacing advice—it’s about enhancing advice.”

Financial Planning: The Big Takeaway on Big Data for Advisors

In a recent Financial Planning article, industry expert and Jefferson National’s CEO, Mitch Caplan, explains why 2016 will be the year of big data in Wealth Management

Financial Advisor: Seven Reasons IOVAs Can Work When Traditional VAs Don't

In response to an article from Financial Advisor, Jefferson National President Larry Greenberg addresses the vital differences between traditional VAs and IOVAS. 

January 9, 2016

LIFE&Health Advisor: A New Year's Resolution to Legacy Planning

Jefferson National’s CEO Mitch Caplan explains why the most successful advisors this year will focus on tax-advantaged legacy planning solutions and how the “great wealth transfer” can be less taxing for clients in a recent LIFE&Health Advisor article. 

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. 

December 2, 2015

LifeHealthPro: Here are the innovation and practice issues fee-based advisors care about most

An article from LifeHealthPro highlights the findings of Jefferson National’s 2015 Advisor Authority study. The study unveils the key issues that concern advisors regarding their practices, how to attract and retain new clients, and the future of the industry.

December 4, 2015

LIFE&Health Advisor: A Strategic Approach to Managing Taxes

A condensed version of Jefferson National and Tom Quinn’s Investing Insights whitepaper was recently issued by LIFE&Health Advisor. The whitepaper offers strategies that can be implemented before the end of this year, as well as throughout 2016.

December 8, 2015

Investing Insights Whitepaper: A Strategic Approach to Managing Taxes

Jefferson National launches Thomas J. Quinn’s Investing Insights whitepaper series, leading with “A Strategic Approach to Managing Taxes.” As Chief Investment & Research Officer of Jefferson National, Quinn demonstrates how to minimize year-end taxes through the concept of Asset Location – a strategy that is proven to increase returns 100-200 bps per year, without increasing risk.