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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
November 22, 2016

LIFE&Health Advisor: Replacing Fixed Income in a Low Rate/Low Yield Environment

The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor. 

November 03, 2016

Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment

Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used. 

February 09, 2016

LIFE&Health Advisor: How Advisors Are Changing the Financial Equation

A LIFE&Health Magazine recent article sites new findings from the TIAA-CREF Advice Matters Survey that reflect the broad misconception among Americans that financial advice is strictly for the affluent. In reality, financial advice is beneficial to anyone who is working toward a specific financial goal.

April 18, 2016

IRIS: A New Approach to Tax Planning with IOVAs

Jefferson National’s CEO, Mitch Caplan, introduces a new approach to tax planning.

April 12, 2016

Kiplinger: Variable Annuities: Guaranteed Income, With a Catch

Unlike many others in its space, Jefferson National’s platform is described as simple and straightforward, according to an article published in Kiplinger.

November 16, 2015

ThinkAdvisor: Annuities Are Neither Good Nor Bad - As Long As Clients Come First

For years, Jefferson National has followed the polarizing debate around whether variable annuities are a key part of retirement planning—or the worst of all possible investment vehicles. See how this debate unfolds in a recent ThinkAdvisor article written by Jefferson National President, Larry Greenberg, entitled “Annuities are neither Good nor Bad—as Long as Clients Come First.”

November 04, 2015

RIABiz: Morningstar Report Suggests Jiu-Jitsu Tactic For Buying Annuities: Game Them Right Back By Waiting

RIABiz gathered insights from several industry experts, including Jefferson National’s President Larry Greenberg, to discuss the results from a Morningstar® report. According to the new research, retirees can cut the purchase price of an annuity by as much as 50% if they refrain from buying them right out of the retirement gate. 

October 09, 2015

Investopedia: Life Insurance vs. Annuity

An article from Investopedia mentions JeffNat when discussing the “Best Strategy” for using a VA. The author highlights the benefits of using low-cost VAs, especially after maxing out 401(k) and IRA contributions. 

October 09, 2015

Journal of Financial Planning: Managing Client Anxiety Beyond Market Volatility

The Journal of Financial Planning’s Practice Management Blog cites results from Jefferson National’s Advisor Authority Study, including the top three “biggest concerns” of clients and what advisors are saying is the No. 1 issue for both the macro environment and investment execution.  

September 08, 2015

Financial Advisor: “Favorite Child: Stripped-down, low-cost variable annuities are selling surprisingly well.”

In Financial Advisor’s latest article, writer Ben Mattlin reaches out to Jefferson National President Larry Greenberg to discuss the power of tax deferral and the benefits of IOVAs. According to experts, “investment-focused VAs are a growing category in the industry.”

August 25, 2015

Think Advisor: Are Your Clients Paying Too Much in Taxes?

Recent article from Think Advisor addresses the concerning issue that clients may be paying too much in taxes.

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