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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 22, 2015

Using Trusts: Current Landscape and Outlook

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 02, 2014

Wealth Management - This New Year, Help HNW Clients Plan Ahead with Tax-Optimized Trusts

Laurence Greenberg, President, Jefferson National

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.

December 01, 2014

Life & Health Advisor - Wealth Transfer and Generational Planning: Driving Growth for Advisors and Their Clients

Laurence Greenberg, President, Jefferson National

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.

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