Illustrate the value of "stretching" a low-cost Variable Annuity Investment to heirs with our Non-Qualified Stretch Calculator
Jefferson National’s CEO Mitch Caplan explains why the most successful advisors this year will focus on tax-advantaged legacy planning solutions and how the “great wealth transfer” can be less taxing for clients in a recent LIFE&Health Advisor article.
JeffNat President Larry Greenberg is featured in an article from Life&Health Advisor Magazine that focuses on the topics of Legacy Planning and the Finance of Retirement. According to the article, the most successful RIAs and fee-based advisors are retooling their business to serve multiple generations. And legacy planning is becoming increasingly important.
Barron’s latest article on ‘estate planning challenges’ uses topline statistics from Jefferson National’s recent Advisor Authority survey to help explain how technology is changing the nature of financial advice. According to the survey, 19% of financial advisors use robo-advice to automate menial tasks like rebalancing portfolios which, in turn, frees up time and allows the advisor to tackle more complicated advising issues.
According to an article posted by InvestmentNews, “over the next 30 years, an epic $30 trillion will be passed down from baby boomers to Generation X to millennials.” However, surprising reports from a Corporate Insight survey suggest that only 20% of advisors are targeting these younger family members of their clients, putting themselves at high risk of losing their hard-earned assets and threatening the reputation of their business.
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.
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.