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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
April 22, 2016

WEBINAR RECORDING: The Future is Fee Based

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

Tags: webinar

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.

Tags: variable annuity

March 7, 2016

Defining the Outcome: Managing Client Expectations in a Low Return, High Volatility Environment

This report offers a solution to meeting client return expecations in the current market environment.

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 4, 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. 

November 2, 2015

Keeping it Simple

Seattle-area Advisor Roland Thompson is a CFP who works primarily with Boomer clients who value simplicity. Watch Roland explain how JeffNat offered him a simple way for clients’ non-qualified assets to leverage the accumulating power of low-cost tax deferral.

November 2, 2015

Making Things Easier with Thoughtful, Responsive Service

See how JeffNat's service team earned Jessi Howe's trust and respect with dynamic service that saved her time, paperwork, and unnecessary headaches.

November 2, 2015

The True Value of the Flat Fee

What happens to a client's investment when they are able to trade expensive, commission-based expenses for a low, flat fee? See how Jorge Padilla leverages Monument Advisor for cost savings and greater transparency.

October 9, 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. 

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.