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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
June 13, 2016

The Future of Advisors is Fee-Based and Tech Obsessed

Hear from our CEO Mitch Caplan on the ever-evolving advisor industry. According to Mr. Caplan, “The advisory industry has been evolving and two trends are clear: The future is fee-based—and advisors are tech-obsessed.”

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.”

August 25, 2015

Think Advisor: Are Your Clients Paying Too Much in Taxes?

Recent article from Think Advisor addresses the concerning issue that clients may be paying too much in taxes.

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 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.”

April 12, 2016

ThinkAdvisor: Highest Earning Advisors Are 'Tech Obsessed'

Jefferson National CEO Mitch Caplan’s latest webcast, “State of JeffNat” is the subject of a new ThinkAdvisor article entitled, “Highest Earning Advisors Are ‘Tech Obsessed’: Jefferson National.” The article focuses on integration, consolidation, and the DOL Ruling.