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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.

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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
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.

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.