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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

WEBINAR RECORDING: Global Investing in a Volatile Market

JeffNat CIO Tom Quinn, William Blair’s Brian Singer, and Mark Seaman of American Funds discussed fundamentals of global equity markets to identify areas of opportunity, as well as the impact of macroeconomic growth, political risks, and monetary policy risks.

WEBINAR RECORDING: Jeffnat Quarterly - Fixed Income and Alternatives in a Low-Rate World

JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.

WEBINAR RECORDING: Use Gold To Diversify Investment Portfolios

Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.

Tax-Smart Retirement lnvesting with Monument Advisor

Relatively low contribution limits in IRAs and 401(k)s may not be enough for high-earning clients. Monument Advisor can help.

WEBINAR RECORDING: Market Volatility Cited as Top Concern For 2016. This Defined Outcome Solution Can Help

According to results from our 2nd annual Advisor Authority Study, RIAs and fee-based advisors cite volatility as the most important force impacting their approaches to investing in 2016. In this webinar, Joe Halpern, Exceed Investments CEO, discusses the JNF Exceed Defined Shield Index Portfolio—a defined outcome solution built to navigate market volatility.

WEBINAR RECORDING: JeffNat Quarterly with Tom Quinn #1: Crude Behavior

JeffNat CIO Tom Quinn is joined this quarter by Tortoise Capital Advisors' Managing Director Ed Russell for our inaugural 'JeffNat Quarterly' webinar. Ed and Tom address the crude oil decline in the summer of 2014, what needs to happen for the price recovery to continue, what this means for midstream pipeline companies, and where the best opportunities in energy may lie for the long term.

WEBINAR RECORDING: Restricted Stretch - A Simplified Legacy Planning Solution

JeffNat’s Jon Estes explains a recent enhancement to the non-qualified stretch payout option: the restricted stretch. He explores use cases for this legacy planning feature, how to implement it, and steps through The Non-Qualified Stretch Calculator.

WEBINAR RECORDING: Managing the Market with Alternatives

Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.

April 22, 2016

WEBINAR RECORDING: The Future is Fee Based

CEO Mitchell Caplan re-caps 2015 and looks ahead to the rest of 2016.

April 8, 2016

Maximizing Tax Deferral with Monument Advisor

According to Morningstar, tax-smart investing can potentially add 1-2% per year in additional performance. The key is finding a low-cost vehicle with enough underlying funds to replicate your strategies from taxable accounts.