June 7, 2016
Advisor Jorge Padilla works closely with clients on their estate plans. Without an effective plan for the transfer of wealth, his clients’ heirs may be subjected to a number of factors that can negatively impact the value of the legacy which they have worked hard to build. Learn how he leveraged Jefferson National’s Stretch Payout Option to give his clients more control over their legacies.
January 9, 2016
Jefferson National’s CEO Mitch Caplan explains why the most successful advisors this year will focus on tax-advantaged legacy planning solutions and how the “great wealth transfer” can be less taxing for clients in a recent LIFE&Health Advisor article.
October 7, 2015
JeffNat President Larry Greenberg is featured in an article from Life&Health Advisor Magazine that focuses on the topics of Legacy Planning and the Finance of Retirement. According to the article, the most successful RIAs and fee-based advisors are retooling their business to serve multiple generations. And legacy planning is becoming increasingly important.
August 4, 2015
Barron’s latest article on ‘estate planning challenges’ uses topline statistics from Jefferson National’s recent Advisor Authority survey to help explain how technology is changing the nature of financial advice. According to the survey, 19% of financial advisors use robo-advice to automate menial tasks like rebalancing portfolios which, in turn, frees up time and allows the advisor to tackle more complicated advising issues.
July 28, 2015
According to an article posted by InvestmentNews, “over the next 30 years, an epic $30 trillion will be passed down from baby boomers to Generation X to millennials.” However, surprising reports from a Corporate Insight survey suggest that only 20% of advisors are targeting these younger family members of their clients, putting themselves at high risk of losing their hard-earned assets and threatening the reputation of their business.
April 22, 2015
Jefferson National’s Latest Survey Shows Majority of RIAs and Fee-Based Advisors are Underutilizing the Tax Advantages of Investment-Only Variable Annuities When Funding Trusts
December 2, 2014
Estate planning and wealth transfer should be top of mind, especially for high-net worth and ultra-high net worth clients. There are nearly two million high-net worth households in the U.S. While roughly 60 percent believe a financial legacy is important, nearly three-fourths (72 percent) do not have a comprehensive estate plan.
By Laurence Greenberg, President, Jefferson National
December 1, 2014
In an article published by LIFE&Health Advisor, Laurence Greenberg, President of Jefferson National, examines how the transfer of wealth between generations has become a defining issue for the financial services industry. In the coming years, RIAs and fee-based advisors will need to prepare for an inevitable shift that will significantly impact how they manage their practice and counsel their clients. This massive intergenerational transfer of wealth is starting now—and is on pace to accelerate over the next three decades. Any advisor who is building their practice for the long-term must take action.
By Laurence Greenberg, President, Jefferson National
November 17, 2014
Weston Financial recommends trusts for estate tax planning and income tax planning. A trust also offers trustees control over how assets are distributed to beneficiaries. Wrapping it in our low-cost Monument Advisor IOVA offers unprecedented flexibility, upside, and control.
JeffNat’s Jon Estes explains a recent enhancement to the non-qualified stretch payout option: the restricted stretch. He explores use cases for this legacy planning feature, how to implement it, and steps through The Non-Qualified Stretch Calculator.
Watch Linda Lubitz Boone tell the story of her 'wow' moment when she uncovered a unique tool in Monument Advisor that has helped grow her practice by reaching new generations of clients.
JeffNat CIO Tom Quinn, William Blair’s Brian Singer, and Mark Seaman of American Funds discussed fundamentals of global equity markets to identify areas of opportunity, as well as the impact of macroeconomic growth, political risks, and monetary policy risks.
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.
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.
Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.
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.
A panel of experts break down what matters to each generation of investors when choosing an advisor and offer unique insights aimed at helping you earn the trust—and earn the business—of young investors who are building more wealth.