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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 May 5, 2014

Jefferson National’s Flat-Fee VA Adds More Alternatives to Help RIAs and Fee-Based Advisors Manage Volatile Market

Additions include Alternative Strategies from Tortoise Capital Advisors, PIMCO, Direxion, Goldman Sachs, Oppenheimer and Legg Mason; New Options from Dimensional and Calvert Investments

Press Releases April 29, 2014

RIAs and Fee-Based Advisors Say Tax Deferral is Key to Solving the Retirement Income Challenge

Jefferson National’s Latest Survey Shows a Majority of Advisors Also Rely on Absolute
Return and Dynamic Withdrawal in Current Market

Press Releases December 2, 2013

Jefferson National's Flat-Fee VA Offers Industry's Most Funds and Most Alternatives to Help RIAs and Fee-Based Advisors Volatile Market

23 New Investment Options from American Funds, Federated, Goldman Sachs, SEI and Advisors Preferred Trust

Press Releases November 5, 2013

Jefferson National Helps Clients Save More than $60 Million in Insurance Fees with Flat-Fee VA

Power of Low-Cost Tax Deferral Increasingly Important as Advisors Seek Solutions to Help Clients Accumulate More

Press Releases October 15, 2013

More than 70% of RIAs and Fee-Based Advisors Say Tax-Deferred Investing Essential to Managing Volatility and Rising Taxes

Jefferson National’s New Survey Shows Roughly Two-Thirds of Advisors Continue to Increase Use of Alternatives, Tactical Management and Tax Deferral in Current Market

Press Releases September 16, 2013

Jefferson National Offers VA Industry’s Most Subaccounts with 5-Star and 4-Star Morningstar Rating™ for Fifth Consecutive Year

Next-Generation Flat-Fee Variable Annuity Features 199 Subaccounts with 5 and 4 Star Ratings—More Than 10x Industry Average

Press Releases May 21, 2013

Jefferson National’s Tax-Advantaged Investing Solution Offers Industry’s Most Funds and Most Alternatives to Help RIAs and Fee-Based Advisors Manage Volatile Market

One of First to Feature Newly-Launched Investment Options

Press Releases April 29, 2013

Jefferson National Teams with Envestnet to Add 14 New Model Portfolios to Monument Advisor Flat-Fee Variable Annuity (VA)

First VA to Offer Envestnet | PMC Models

Press Releases February 20, 2013

Jefferson National Partners with CMG Capital Management Group to Launch Next New Suite of Tactically Managed Model Portfolios

Leading Tax-Advantaged Investing Solution Continues Expanding Selection of Tactical Strategies to Help RIAs and Fee-Based Advisors Manage Volatile Market

Press Releases December 13, 2012

RIAs and Fee-Based Advisors Say Tax-Deferred Investing Essential to Navigating Fiscal Cliff

Jefferson National’s New Survey Shows Majority of Advisors Plan to Leverage Tax Deferral to Mitigate Impact of Expected Tax Increases