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.
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.
LifeHealthPro interviewed 30 millennials to learn first-hand how to attract those within their own generation. A recent article sums up the results in “17 tips for advisors to better market to millennials.”
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.
Financial Advisor Magazine recently cited Jefferson National’s Advisor Authority Study, which found that 19% of advisors surveyed have already implemented a robo-advice tool into their practice. The author notes that more advisors are beginning to look at robo platforms to expand their business base, while robos are also looking to advisors as a key source of growth for their product and service offering.
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.
Financial Advisor: "Favorite Child: Stripped-down, low-cost variable annuities are selling surprisingly well."
In Financial Advisor’s latest article, writer Ben Mattlin reaches out to Jefferson National President Larry Greenberg to discuss the power of tax deferral and the benefits of IOVAs. According to experts, “investment-focused VAs are a growing category in the industry.”
In an article published in Financial Advisor, Mitch Caplan states that advisors are confident in their ability to communicate with clients about the recent market downturn.
Recent article from Think Advisor addresses the concerning issue that clients may be paying too much in taxes.
Financial Advisor Magazine highlights Jefferson National’s inaugural Advisor Authority study, which found that advisors are using robos for their wealthier, affluent clients.