Our Annuity Comparison Calculator uses up-to-date Morningstar® fee data to compare hypothetical growth in Monument Advisor vs. other variable annuities in the marketplace.
Potentially smooth portfolio performance and ease client fears by leveraging the downside protection of our Managed Volatility solution. When managing for downside risk via managed volatility strategies, a portfolio may enjoy lower correlation to the broader market. As a result, portfolio performance may be smoother, and clients can benefit from missing the worst of the market's worst days. Over the long haul, missing out on these worst days may have a strong cumulative effect on the portfolio, and on your clients' confidence. More...
The latest Investing Insights whitepaper by Jefferson National's Chief Investment & Research Officer Tom Quinn was featured in an in-depth article published in this week’s online edition of LIFE&Health Advisor.
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.
Digital Journal highlights the recent addition of the BTS fixed income VIT to Jefferson National’s 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.
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.
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.