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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
March 7, 2016

Defining the Outcome: Managing Client Expectations in a Low Return, High Volatility Environment

This report offers a solution to meeting client return expecations in the current market environment.

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 24, 2015

Life&Health Advisor: Jefferson National has added BTS Tactical Fixed Income to Monument Advisor

Life&Health Advisor highlights Jefferson National’s newest addition to Monument Advisor - BTS Tactical Fixed Income. The fund seeks to preserve capital while offering downside protection and upside potential, and strives to reduce volatility while delivering consistent long-term returns.

October 9, 2015

Journal of Financial Planning: Managing Client Anxiety Beyond Market Volatility

The Journal of Financial Planning’s Practice Management Blog cites results from Jefferson National’s Advisor Authority Study, including the top three “biggest concerns” of clients and what advisors are saying is the No. 1 issue for both the macro environment and investment execution.  

August 26, 2015

Financial Advisor: Advisors Stay the Course Amid Monday's Market Drop

In an article published in Financial Advisor, Mitch Caplan states that advisors are confident in their ability to communicate with clients about the recent market downturn.

January 26, 2015

The Tax-Alpha Expert's VA

Glenn Frank understands the importance of asset location within a portfolio. Even more, research has shown that asset location can dramatically reduce taxes over time and reliably enhance overall performance by 100 bps or more. By investing his clients asset's in our IOVA, Monument Advisor, he allows them to save even more tax deferred.

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.

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.

September 16, 2013

Next-Generation ETFs and Tax Deferral with Michael McClary

ValMark's Michael McClary is a nationally-recognized manager of optimized ETF Portfolios. His firm has formed a unique partnership with Milliman to incorporate dynamically-managed hedging strategies directly within ETF portfolios. When deploying a tactical hedging strategy, McClary believes in the power of tax-deferral to enhance efficiency. Learn how Mr. McClary leverages low-cost variable annuities as a tax-deferred investing solution.

WEBINAR RECORDING: Global Investing in a Volatile Market

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.

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.