Jefferson National

Jefferson National innovates tax-deferred investing for independent RIAs. Recognized for re-engineering the controversial variable annuity to fit the Fee-Only model—and to help consumers save more—Jefferson National launched the first VA with a flat-insurance fee and the industry’s largest selection of more than 350 tax-deferred funds.

Jefferson National ensures that you are armed to manage a volatile market, with 7x more tax-deferred funds than the typical VA, and the industry’s most subaccounts with the Five Star and Four Star Morningstar Rating for a third consecutive year. And research shows that you can potentially increase returns by as much as 100 bps—without any subsequent increase in risk—by locating assets in a flat-insurance fee VA.

Winner of more than 30 industry awards, including the DMA 2010 “Financial Services Company of the Year,” Jefferson National has emerged from a crowded field of nearly 1,000 VA products sold by more than 100 different companies, recognized as the lowest-cost retirement vehicle on the market and a leading VA offered by RIAs. Topping $1 billion in sales, Jefferson National has helped investors save more than $36 million in insurance fees.

To reach Jefferson National’s advisor support desk, please call 1-866-667-0564 (option 1). To access Jefferson National’s Knowledge bank, where you can download free industry white papers, articles and case studies, please visit www.jeffnat.com.