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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 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

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 1, 2015

Digital Journal: BTS Tactical Fixed Income VIT Now Added to Jefferson National's Investment-Only Variable Annuity Platform

Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s Monument Advisor. 

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 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.

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.

October 21, 2015

Donald's Investment Tips Blog: The Truth About Variable Annuities

RIA and blogger Donald Steinmann recommends Jefferson National while discussing the benefits of unlimited tax-deferral and the choice of investment options. 

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.