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
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
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. 

November 24, 2015

Life&Health Advisor: Jefferson National has added BTS Tactical Fixed Income to Monument Advisor

Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.

November 16, 2015

ThinkAdvisor: Annuities Are Neither Good Nor Bad - As Long As Clients Come First

For years, Jefferson National has followed the polarizing debate around whether variable annuities are a key part of retirement planning—or the worst of all possible investment vehicles. See how this debate unfolds in a recent ThinkAdvisor article written by Jefferson National President, Larry Greenberg, entitled “Annuities are neither Good nor Bad—as Long as Clients Come First.”

November 16, 2015

Financial Advisor: Quarterly Sales Jump For Variable Annuities

Financial Advisor introduces Jefferson National as “a prominent player” in an article discussing the latest trends of variable annuities. Trends show that the quarterly sales of VAs has jumped nearly 12% - outstripping fixed annuities by 2 percentage points.

November 4, 2015

RIABiz: Morningstar Report Suggests Jiu-Jitsu Tactic For Buying Annuities: Game Them Right Back By Waiting

RIABiz gathered insights from several industry experts, including Jefferson National’s President Larry Greenberg, to discuss the results from a Morningstar® report. According to the new research, retirees can cut the purchase price of an annuity by as much as 50% if they refrain from buying them right out of the retirement gate. 

November 5, 2015

The Street: Robo-Advisors a Useful Tool, Not the Enemy Says Jefferson National CEO

In a video interview with Gregg Greenberg of The Street, Jefferson National’s CEO Mitch Caplan discusses the importance of balancing digital advisory solutions with guided advice. According to Caplan, “Robo-advisors are not the enemy of (RIAs) because in the end, nothing can replace guided advice.”

November 5, 2015

Financial Advisor: Trust Company of America And Jefferson National Team Up On Product

Trust Company of America and Jefferson National are partnering to provide RIAs and fee-based advisors access to low-cost, no-load, tax-advantaged investing solutions. The partnership is featured in a recent article in Financial Advisor Magazine. It highlights the many benefits of flat-fee IOVAs and the benefits of this new partnership.

October 28, 2015

ThinkAdvisor: Advisors' Real Weapon Against Robos Isn't Tech

ThinkAdvisor recently interviewed Jefferson National CEO, Mitch Caplan, to gain insight on the ideas presented in a panel discussion at Peak Advisor Alliance’s fall Excell conference. According to Caplan, adopting technology can enable advisory firms to stand above their competition by helping showcase their true differentiator: human capital.

November 23, 2015

International Adviser: Are The Robots Taking Over?

International Adviser features Jefferson National CEO, Mitch Caplan, in an article that addresses the common concerns of advisors who are trying to keep up with technological changes. According to the article, “Many advisors wonder whether embracing this change will eventually make them obsolete.” 

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.