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
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.

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.”

LIFE&Health Advisor: A Conversation With Mitchell H. Caplan

LIFE&Health Advisor features CEO, Mitch Caplan on Jefferson National’s latest Advisor Authority findings in an article entitled “A Conservation with Mitchell H. Caplan.”

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. 

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.

LIFE&Health Advisor: How Advisors Are Changing the Financial Equation

A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.

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.

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.

October 7, 2015

Life&Health Advisor: Legacy & The Finance of Retirement

JeffNat President Larry Greenberg is featured in an article from Life&Health Advisor Magazine that focuses on the topics of Legacy Planning and the Finance of Retirement.  According to the article, the most successful RIAs and fee-based advisors are retooling their business to serve multiple generations. And legacy planning is becoming increasingly important. 

LIFE&Health Advisor: Replacing Fixed Income in a Low Rate/Low Yield Environment

The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.