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- Jefferson National Financial
Jefferson National Financial
Jefferson National is a leading innovator of financial products for RIAs and fee-based financial advisors, and the clients they serve. Jefferson National is recognized for launching Monument Advisor, the industry’s first and only flat-insurance fee variable annuity with a tax-deferred investing platform of more than 300 funds—an unprecedented solution that delivers superior value to more than 1,300 independent financial advisors and has helped their clients save more than $30 million in insurance fees since 2005. Driving strong sales and steady growth not only during the Crash of 2008, but also in today’s volatile market, Jefferson National was recognized as the DMA “2010 Financial Services Company of the Year.” Jefferson National delivers superior value and has built a strong foundation for future success with its flexible technology platform, highly efficient operations, and cost-effective servicing capabilities. The firm’s latest innovative resource is a newly launched TPIA Marketplace offering a range of proven asset management strategies from a selected group of recognized third-party investment advisors.
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