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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.

December 01, 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.”

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 09, 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. 

September 08, 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.

November 03, 2016

Investing Insights: Replacing Fixed Income in a Low Rate/Low Yield Environment

Jefferson National launches Thomas J. Quinn’s latest Investing Insights white paper, “Replacing Fixed Income in a Low Rate/Low Yield Environment.” As Chief Investment & Research Officer of Jefferson National, Quinn discusses solutions for the current environment—where rates are at record lows and 33% of all government bonds worldwide have negative yields—radically changing how bonds will perform and how they should be used. 

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