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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
October 9, 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 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.”

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.

January 2, 2015

New Approaches to Retirement Income: Utilizing the Benefits of Investment-Only VAs

The retirement income challenge is real. Over the next decade, more than 10,000 Baby Boomers will turn sixty-five every day. They share one common fear: outliving their retirement savings. And advisors share their concerns. 71 percent of RIAs and fee-based advisors say that the three biggest challenges to generating retirement income today are confronting a low-yield market environment, managing ongoing volatility and maintaining adequate equity exposure. Laurence Greenberg, President of Jefferson National, examines how complex market dynamics have forced many traditional variable annuity companies to re-price, re-tool or retreat from the industry entirely—and how innovative companies have fostered the growth of a new generation of IOVAs. 

By Laurence Greenberg, President, Jefferson National
December 9, 2014

A New Approach to Retirement Income: Next-Gen vs. Traditional VAs

JeffNat CEO Mitch Caplan examines factors driving today's retirement income challengeand compares costs and benefits of traditional and next-gen solutions.

By Mitchell Caplan, CEO, Jefferson National
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.

October 14, 2014

Planning's Triple Threat: Updated solutions to the retirement income challenge

Saving for retirement has changed dramatically. Over the next decade, Boomers will be turning 65 at a rate of 8,000 a day, and many will begin tapping into their savings. But Americans are living longer, and research consistently shows that outliving their assets is their number one concern. As the solvency of Social Security comes into question, and the safety net erodes in an economic environment that remains unstable, the retirement income challenge is very real.

By Laurence Greenberg, President, Jefferson National
September 1, 2014

White Paper Key Findings A New Approach to Retirement Income: Next-Gen vs. Traditional VAs

The purpose of this paper is to examine a variety of scenarios to determine when a guaranteed VA is worth the cost of the additional protection it provides, and when an unguaranteed low-cost Investment-Only VA may provide greater benefit for the client.

By Wade Pfau
July 25, 2014

Five Factors For Solving The Retirement Income Challenge

Laurence Greenberg, President of Jefferson National writes in NAPFA Advisor:

Today’s uncertain market, combined with rising tax rates, longer lifespans, and a shrinking safety net, makes retirement planning more important than ever.

By Laurence Greenberg, President, Jefferson National

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