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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
March 07, 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.

January 02, 2015

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

Laurence Greenberg, President, Jefferson National

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. 

December 09, 2014

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

Mitchell Caplan, CEO, Jefferson National

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

November 21, 2014

Measuring Gamma in the Tax-Efficient Frontier

Laurence Greenberg, President, Jefferson National

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

October 14, 2014

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

Laurence Greenberg, President, Jefferson National

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.

July 25, 2014

Five Factors For Solving The Retirement Income Challenge

Laurence Greenberg, President, Jefferson National

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.

May 28, 2014

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

Laurence Greenberg, President, Jefferson National

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

March 25, 2014

The Evolving Variable Annuity Landscape

Laurence Greenberg, President, Jefferson National

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.

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.