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.
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.
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.”
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.
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.
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.”
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.
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.
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.”
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.