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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
Press Releases September 9, 2015

Jefferson National Selects LifeYield to Power New Asset Location Tool for RIAs, Fee-Based Advisors and the Clients They Serve

Jefferson National partners with LifeYield to develop new asset location tool.

Press Releases July 22, 2015

Successful Advisors Use Robo-Advice for Older and Wealthier Clients—Contrary to Popular Belief

Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception

Press Releases July 20, 2015

Barron's Names Jefferson National to Top 50 VAs for 3rd Consecutive Year

Jefferson National's Monument Advisor Recognized for Power of Low-Cost Tax Deferral and Industry's Most Alternatives

Press Releases June 17, 2015

EIGHT OUT OF TEN RIAs AND FEE-BASED ADVISORS EXPECT THEIR FIRM’S PROFITABILITY TO INCREASE IN NEXT 12 MONTHS

Jefferson National’s First Annual Advisor Authority Study Finds Most Successful Advisors are Marketing Innovators and Technology Adopters 

Press Releases May 5, 2015

Jefferson National Adds More Liquid Alternatives to Help RIAs and Fee-Based Advisors Manage Risk and Volatility

Tax-Advantaged Investing Platform Expand Industry’s Largest Lineup with New Fund from ALPS, BlackRock and Neuberger Berman

Press Releases April 20, 2015

Greater Need for Both Tax and Legacy Planning Drives Increasing Use of Trusts by RIAs and Fee-Based Advisors

Jefferson National’s Latest Survey Shows Majority of RIAs and Fee-Based Advisors are Underutilizing the Tax Advantages of Investment-Only Variable Annuities When Funding Trusts

Press Releases February 2, 2015

Jefferson National Eclipses $3 Billion in Sales to RIAs and Fee-Based Advisors of Flat-Fee Investment-Only Variable Annuity

More Than 30% Growth in New Advisors Using Monument Advisor Platform in 2014 

Press Releases November 3, 2014

Jefferson National Launches New Strategies to Help RIAs and Fee-Based Advisors Manage Volatility

Portfolios Include Volatility-Managed Suite from State Street Global Advisors and Multi-Strategy Liquid Alternatives from Dynasty Financial Partners

Press Releases July 22, 2014

Barron’s Names Jefferson National’s Monument Advisor to List of Top Annuities

For a second consecutive year, Jefferson National is named in Barron’s list of Top 50 Annuities for flat-fee VA with most alternatives.

Press Releases June 17, 2014

Majority of Financial Advisors and Clients Value Tax Deferral, but Unaware of Full Scope of Benefits

Jefferson National's Latest Survey Finds Many Advisors Primarily Use Tax Deferral to Grow Assets and Manage Taxes