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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
May 28, 2014

Solving the Retirement Income Puzzle: Gamma and the Tax Efficient Frontier

Advisors turn to tax-optimized tactics for more Gamma to solve today’s triple threat: low yields, volatility and adequate equity exposure.

By Laurence Greenberg, President, Jefferson National
March 25, 2014

The Evolving Variable Annuity Landscape

After the Crash of 2008, VA companies re-priced, re-tooled or retreated, while innovators re-focused on a new approach to tax-advantage investing.

By Laurence Greenberg, President, Jefferson National
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.

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

While variable annuities with income guarantees have gained popularity as a retirement income tool, this next generation of Investment-Only Variable Annuities (IOVAs) could eliminate those needs. Read this paper to learn how well an unguaranteed low-cost Investment-Only VA can replicate a rider’s guaranteed income, thus eliminating the need to pay fees on riders that frequently exceed 2% or even 3% per year.

By Wade Pfau

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.

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.

Tags: webinar

A Win for Tactical Managers and their Clients

Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.

Rescue Your Annuity With Monument Advisor From Jefferson National

With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.

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.

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.