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
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

Using JeffNat Proposals in your Practice

The JeffNat Variable Annuity Comparison Calculator allows advisors the ability to save and store their comparisons to a dashboard where they may then create customized, FINRA-approved proposals for their clients. Learn how to generate these proposals to help market your practice to clients and prospects.

In this brief 6 minute video, you'll learn:

  1. How to create a proposal;
  2. Navigating to your dashboard;
  3. Saving proposals to your dashboard;
  4. Editing comparisons/proposals; and
  5. Accessing saved proposals