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This information provided by Jefferson National
Jefferson National is a leading financial services innovator, singularly focused on serving RIAs and fee-based advisors with new solutions for wealth accumulation that manage challenging market dynamics, ongoing volatility and rising taxes. Named the "Gold Standard" for launching the next-generation variable annuity, Jefferson National's Monument Advisor is a tax-advantaged account with the industry's largest selection of over 390 funds. Jefferson National has topped $1.4 Billion in AUM with advisors "Who Don't Do Annuities" and helped investors save over $44 million in insurance fees.
We built a low-cost, tax-advantaged account with no surrender charges, no M&E fees, and a large selection of underlying investment options (390+).
With tremendous choice, transparency and low-cost, our tax-advantaged account makes a terrific vehicle for charitable trusts. We also offer virtually unlimited tax deferral for ultra high-net-worth investors who have recently sold a business or taken some other large distribution that would exceed the maximums in other tax-deferred plans.
See the Glossary for definitions of these metrics.
This information provided by Jefferson National
What core services do you provide for your average client profile?:
A tax-advantaged investment solution.
What are your firm's mission,vision and values?:
Our mission is to help RIAs and fee-based advisors serve their clients so they can build wealth and achieve their financial goals. Our vision is of an industry in which advisors take their seat on the client's side of the table. We believe above all that consumer value is in everyone's best interest.
How are your client teams structured to deliver services to their clients?:
Our centralized, consultative Advisor Support Desk is phone based to keep expenses low, and responsiveness high.
How would you describe your ideal client?:
Philanthropic investors who are looking to secure their legacy via a charitable trust, and/or investors who require more tax deferral than is typically available in most qualified plans.
What are the top three characteristics that distinguish your firm the most from your competitors?:
Transparency, low cost, and choice.
What communication methods have you used with your clients?:
Email, phone, social, mail, face to face.
What are the credentials and qualifications of your firm management and staff?:
All Advisor support staff are required to carry the Series 6, Series 63 and Kentucky Life Insurance Licenses. Additionally, the Jefferson National Management team have a track record of being first to market with their unique approach to creating greater value. Before re-engineering variable annuities and pioneering the Tax-Efficient Frontier™, our management team remade the landscape by building the nation's first pure-play internet bank. By lowering overhead and passing the savings back to consumers, Telebank—now E*TRADE Bank—emerged from an unknown start-up to become the nation's "leading and largest Internet bank," and expanded from deposits of $220 million in 1994 to more than $8 billion by 2000.
See the Glossary for definitions of these metrics.
This information provided by Jefferson National
See the Glossary for definitions of these metrics.
FOX Knowledge Center Contributions:
No contributions were found.
Headquarters
Headquarters:
Louisville Kentucky 40223
United States
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