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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
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.

December 4, 2015

LIFE&Health Advisor: A Strategic Approach to Managing Taxes

A condensed version of Jefferson National and Tom Quinn’s Investing Insights whitepaper was recently issued by LIFE&Health Advisor. The whitepaper offers strategies that can be implemented before the end of this year, as well as throughout 2016.

September 8, 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.”

March 3, 2015

Countering Low Yield & Volatility: A New Approach to Tax Planning with IOVAs

JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.

By Laurence Greenberg, President, Jefferson National
January 26, 2015

The Tax-Alpha Expert's VA

Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.

November 21, 2014

Measuring Gamma in the Tax-Efficient Frontier

New Approach to Gamma: Asset Location one of Top Five Factors advisors can use to generate more retirement income.

By Laurence Greenberg, President, Jefferson National
November 5, 2014

The Fee-Based Advisor's VA

To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.

November 5, 2013

A New Approach to Gamma

David Reyes helps his clients overcome the retirement income challenge through active management - but with high turnover comes tax consequences. To mitigate the tax burden and increase gamma, Reyes uses our IOVA, Monument Advisor, as his "tax protector", allowing his clients to enjoy even greater retirement income through the power of tax-deferral.

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.

Maximizing the Value of Tax Deferral with Monument Advisor

Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.

How Independent Advisors are using Monument Advisor

Trade Multiple Accounts Quickly

Our powerful Account Management platform allows you to build models according to your strategies and manage them easily, with minimal clicks.