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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 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

Press Releases November 29, 2012

Jefferson National Meets Advisor’s Urgent Demand to Mitigate Risk, Manage Volatility and Boost Tax-Efficiency by Further Expanding Industry’s Most Alternative Investment Options

Leading Tax-Deferred Investment Solution for RIAs and Fee-Based Advisors Now Tops 390 Funds and 70 Alternatives to Optimize Portfolios as Fiscal Cliff Looms

Press Releases November 8, 2012

Jefferson National Named “The Gold-Standard in Tackling Fee-Based Structures” by Cerulli Associates

Firm’s Re-engineered Variable Annuity Meets Growing Demand from RIAs, Fee-Based Advisors for Tax-Deferred Investing Solutions

Press Releases September 18, 2012

Jefferson National Completes Integration of Tax-Deferred Investing Solution on Shareholders Service Group’s Custodial Platform

SSG’s Independent RIAs Now Have Access to 380+ Tax-Deferred Funds in Jefferson National’s Monument Advisor Flat-Fee VA

Press Releases June 18, 2012

Jefferson National Partners with CAPTRUST to Launch Five New Institutional Quality Investment Strategies

Leading Tax-Deferred Investing Solution for RIAs and Fee-Based Advisors First to Offer Dynamic Allocation Models Powered by CAPTRUST’s Industry Leading Institutional Research

Press Releases May 14, 2012

Jefferson National Expands Lineup of Alternative Investment Options to More Than 65; Continues as Industry’s Leading Tax-Deferred Investment Solution for RIAs and Fee-Based Advisors

Innovative Flat-Fee VA Helps Advisors Overcome Tax-Inefficiencies of Alternative Strategy Funds including Tactical Solutions, Innovative ETF Portfolios, Hedging and other Risk Management Strategies