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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
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.

September 12, 2016

WEBINAR RECORDING: Jeffnat Quarterly - Fixed Income and Alternatives in a Low-Rate World

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.

August 26, 2016

WEBINAR RECORDING: Use Gold To Diversify Investment Portfolios

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.

April 22, 2016

WEBINAR RECORDING: Managing the Market with Alternatives

Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.

November 03, 2015

A Win for Tactical Managers and their Clients

Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.

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.