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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
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.

July 30, 2015

A New Approach to Tax-Advantaged Investing: The Benefits of Investment-Only Variable Annuities

High tax rates have been top of mind for advisors and their clients in recent years, particularly for high-income investors and the high-net-worth. The majority of advisors and their clients value tax deferral, but many are unaware of the full scope of its benefits. And to optimize client outcomes, a new generation of variable annuities is key. 

By Mitchell Caplan, CEO, Jefferson National
March 3, 2015

Countering Low Yield & Volatility: A New Approach to Tax Planning with IOVAs

JeffNat President Larry Greenberg explores the hurdle advisors face as April 15 approaches: Analysts expect this year to be one of the worst on record for capital gains distributions. And that could mean a huge tax bill for high net worth clients.

By Laurence Greenberg, President, Jefferson National
December 12, 2014

ABCs of Year-End Tax Planning

Laurence Greenberg, President of Jefferson National, examines how advisors can use the tax planning process to help clients control not only how much clients pay in taxes—but also when they pay taxes.  Greenberg provides guidelines for a number of different tactics to help clients diversify between different tax rates and different types of taxes, as well as to diversify between taxable investments and tax-deferred vehicles. He discusses the benefits of tax deferral and the various tax-deferred vehicles that are fundamental for nearly all clients to tax-optimize portfolios. 

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.

July 7, 2014

Advisors and Clients Value Tax Deferral, But Unaware of Full Scope of Benefits

Greenberg explains how asset location is an effective strategy to minimize the impact of taxes, enhance after-tax returns and create "tax alpha" without increasing risk—and next-generation low-cost, Investment-Only Variable Annuities (IOVAs) are an effective solution once clients max out traditional tax-deferred vehicles, such as IRAs and 401(k)s. 

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.

Maximizing the Value of Tax Deferral with Monument Advisor

Why create another Variable Annuity in a confusing marketplace already flooded with VA products offering an alphabet soup of guarantees and riders? To maximize the value of tax deferral.

Tax-Efficiency and Alternative Strategies with Steve Blumenthal

Steve Blumenthal of Capital Management Group says that 60/40 investing is no longer the optimal allocation. Using the approach of successful endowments like Harvard and Yale, Blumenthal illustrates a different approach: how to hedge against extreme tail risk—and then how to make it work more effectively using the tax-efficient frontier. Watch Steve discuss how CMG partners with Jefferson National to meet the demands of the marketplace.

How Independent Advisors are using Monument Advisor

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