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Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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December 01, 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. According to Isaac Braley, President of BTS Asset Management, “Jefferson National's platform offers financial advisors a unique way to put our strategy to work for clients. We see the potential tax advantages to clients as a way to augment the value of a tactical approach.”

The release also quotes Jefferson National’s President Larry Greenberg, who states, “Advisors have serious concerns about the prospect of lower returns for traditional fixed income, as rates are poised to rise from historically low levels. BTS Tactical Fixed Income attempts to address this head on by tactically allocating among different fixed income asset classes, seeking to capture higher returns with less risk than traditional strategies."

Read more about Monument Advisor’s recent addition, here