Watch this tutorial for a broad overview of the model trading functionality on the JeffNat Account Management Platform.
This tutorial provides a quick overview of 2 important pages on the JeffNat Account Management Platform: The Account Management Home page, and the Account Summary page.
Learn the basic steps to begin managing account on the JeffNat account management platform.
Learn how to generate FINRA-approved proposals to help you market your practice to clients and prospects.
This 3-minute tutorial explains how to log in and begin managing your clients' accounts on the JeffNat Account Management site.
Watch this video and learn how to compare up to 3 variable annuities with JeffNat's Variable Annuity Compariscon Calculator. See if a tax-free 1035 exchange may help save your clients more for retirement.
Jefferson National's Mark Forman demonstrates how to set up a fee management instruction on the Jefferson National Account Management platform.
The 'Target Allocation' feature on the JeffNat Account Management platform allows you to manage a list of favorite investment options.