|By PR Newswire||
|November 8, 2012 09:01 AM EST|
LOUISVILLE, Ky., Nov. 8, 2012 /PRNewswire/ -- Jefferson National, a leading provider of innovative tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, was recently recognized by Cerulli Associates as the industry's "gold-standard in tackling fee-based structures" for creating the industry's first flat-fee variable annuity (VA).1
In their quantitative update entitled Annuities and Insurance 2012: Evaluating Growth Capacity, Flows, and Products Trends, Cerulli highlights Jefferson National's "best-in-class strategies of eliminating fees, appreciating how RIAs operate their business, and delivering an impressive technology platform that can be integrated into existing systems." The report further touts Jefferson National's transformation of the variable annuity back to a tax-deferral product, coupled with an award-winning, "distinctive distribution strategy."
"In 2005 we set out to launch the industry's preeminent tax-deferred investing solution by re-engineering the costly, complex, commission-driven variable annuity, disrupting traditional industry distribution, and rebuilding our business model with a singular focus on serving RIAs and fee-based advisors," said Laurence Greenberg, President of Jefferson National. "Our commitment to the fee-based model has resulted in more than $1.4 billion in VA assets with advisors who typically 'don't do annuities,' at a time when tax-efficiency was largely seen as a back-burner issue."
Jefferson National's research indicates that tax-efficiency will continue to become an increasingly vital part of fee-based advisors' business as they seek to optimize overall portfolio performance, as well as counter the inherent tax-inefficiencies of alternative asset classes. Pending tax hikes, including the "fiscal cliff" of December 31 that could escalate the nation's taxes by $500 billion or an average of nearly $3,500 per household, also are likely to drive greater demand for tax-deferred investing solutions.
"We have built a distinctive solution that's the right fit for RIAs in today's volatile market, helping investors accumulate more wealth by deferring tax payments. We expect our flat-fee variable annuity to become even more crucial as advisors face the need to employ alternative strategies and utilize other asset management approaches that tend to be very tax-inefficient," Mr. Greenberg said.
Jefferson National's solution offers unique strategies and tools tailored to meet the needs of RIAs and fee-based advisors, including more than 380 fund options, covering diverse allocation models, high-yield bonds and more than 60 tactical and alternative investment strategies—9 times more funds than the typical VA2 and the industry's most subaccounts with the 5- and 4-star Morningstar Rating™ for three consecutive years.3
About Jefferson National Financial Corp.
Jefferson National is a leading innovator of tax-deferred investing solutions for RIAs and fee-based advisors and the clients they serve, utilizing a flexible technology platform, highly efficient operations, and cost-effective servicing capabilities. Jefferson National is winner of more than 30 industry awards including the DMA 2010 Financial Services Company of the Year.4 Serving a network of 2,000 RIAs and fee-based advisors nationwide, the Company is based in Louisville, Ky., with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit www.jeffnat.com.
An investor should carefully consider the investment objectives, risks, charges and expenses of the investment before investing or sending money. The contract prospectus and underlying fund prospectuses contain this information. For a prospectus containing this and additional information, please contact your financial professional. Read it carefully before investing. The summary of product features is not intended to be all-inclusive. Restrictions may apply. The contracts have exclusions and limitations, and may not be available in all states or at all times.
Variable annuities are investments subject to market fluctuation and risk, including possible loss of principal. Your units, when you make a withdrawal or surrender, may be worth more or less than your original investment.
Variable annuities are long-term investments to help you meet retirement and other long-range goals. Withdrawal of tax-deferred accumulations are subject to ordinary income tax. Withdrawals made prior to age 59 ½ may incur a 10% IRS tax penalty. Jefferson National does not offer tax advice. Annuities are not deposits or obligations of, or guaranteed by any bank, nor are they FDIC insured.
Monument Advisor is issued by Jefferson National Life Insurance Company (Dallas, TX) and distributed by Jefferson National Securities Corporation, FINRA member. Policy series JNL-2300-1, JNL-2300-2.
1Jefferson National's Monument Advisor has a $20 monthly flat insurance fee. Additional fees ranging from $19.99-$49.99 will be assessed for investors wishing to purchase shares of ultra low-cost funds. See the prospectus for details.
2Morningstar data as of 12/31/11.
3Morningstar data as of 08/15/11.
4Jefferson National was reviewed by the Direct Marketing Association, including a panel of independent judges and industry peers, and won for re-engineering the traditional commission-based distribution model and replacing it with an unprecedented web-based direct marketing approach.
SOURCE Jefferson National
- The Odd Couple: Marrying Agile and Waterfall
- The Butterfly Effect Within IT
- The Agile PMO
- The Linux Foundation's Core Infrastructure Initiative Announces New Backers, First Projects to Receive Support and Advisory Board Members
- How to Strategically Benefit from AANPM
- Zuora Caps Record Breaking Subscribed 2014 with the 63rd Release of the Award Winning Z-Business Platform
- Web Service Monitoring 101: Identifying Bad Deployments
- How to Monitor Swift/iOS8 Applications for Crashes and Performance Issues
- How to Monitor the Web Performance of Your Competition
- Complete Surface Pro 3 Review - 3 days later
- "Cloud Computing 2.0" -- I'm Serious
- Storage Made Easy Brings Private Enterprise File Share and Sync for Amazon S3 to AWS GovCloud
- The Odd Couple: Marrying Agile and Waterfall
- Flexera Software’s InstallShield 2014 Release Introduces New Support of Cloud and Virtualised Installations, High-DPI Displays and Touch Devices, and Agile Development
- FlexNet Manager Suite Wins CODiE Award for Best Asset Management Solution - 4th CODiE Award for Flexera Software
- Adobe Releases Update to Patch Zero Day Vulnerability
- The Butterfly Effect Within IT
- As Registration Deadline Nears, dmexco 2014 Is More Popular Than Ever
- Software Quality Metrics for Your Continuous Delivery Pipeline | Part 2
- Atmel Extends Industry Leading maXTouch T Series with the Market's Highest Performance Touchscreen Controller
- The Problem with Cloud SLAs
- New Photo Sharing Service izitru Establishes Photoshop-Free Zone
- Emulex and Compuware Team Up to Drastically Improve Data Centre Problem Identification and Resolution
- The Agile PMO
- Building a Drag-and-Drop Shopping Cart with AJAX
- What Is AJAX?
- Google Maps! AJAX-Style Web Development Using ASP.NET
- Where Are RIA Technologies Headed in 2008?
- Dolphin Announces Open API With Over 50 Add-ons Including Dropbox and Wikipedia
- How and Why AJAX, Not Java, Became the Favored Technology for Rich Internet Applications
- Flashback to January 2006: Exclusive SYS-CON.TV Interviews on "OpenAjax Alliance" Announcement
- "Real-World AJAX" One-Day Seminar Arrives in Silicon Valley
- AJAXWorld Conference & Expo to Take Place October 2-4, 2006, at the Santa Clara Convention Center, California
- AJAX Sponsor Webcasts Are Now Available at AJAXWorld Website
- AJAXWorld University Announces AJAX Developer Bootcamp
- i-Technology 2008 Predictions: Where's RIAs, AJAX, SOA and Virtualization Headed in 2008?
Scott Jenson leads a project called The Physical Web within the Chrome team at Google. Project members are working to take the scalability and openness of the web and use it to talk to the exponentially exploding range of smart devices. Nearly every company today working on the IoT comes up with the same basic solution: use my server and you'll be fine. But if we really believe there will be trillions of these devices, that just can't scale. We need a system that is open a scalable and by using the URL as a basic building block, we open this up and get the same resilience that the web enjoys.
Jul. 21, 2014 11:40 AM EDT Reads: 881
The Internet of Things is a natural complement to the cloud and related technologies such as Big Data, analytics, and mobility. In his session at Internet of @ThingsExpo, Joe Weinman will lay out four generic strategies – digital disciplines – to exploit emerging digital technologies for strategic advantage. Joe Weinman has held executive leadership positions at Bell Labs, AT&T, Hewlett-Packard, and Telx, in areas such as corporate strategy, business development, product management, operations, and R&D.
Jul. 21, 2014 11:17 AM EDT Reads: 1,654
SYS-CON Events announced today that DevOps.com has been named “Media Sponsor” of SYS-CON's “DevOps Summit at Cloud Expo,” which will take place on June 10–12, 2014, at the Javits Center in New York City, New York. DevOps.com is where the world meets DevOps. It is the largest collection of original content relating to DevOps on the web today Featuring up-to-the-minute news, feature stories, blogs, bylined articles and more, DevOps.com is where the thought leaders of the DevOps movement make their ideas known.
Jul. 20, 2014 03:00 PM EDT Reads: 1,478
There are 182 billion emails sent every day, generating a lot of data about how recipients and ISPs respond. Many marketers take a more-is-better approach to stats, preferring to have the ability to slice and dice their email lists based numerous arbitrary stats. However, fundamentally what really matters is whether or not sending an email to a particular recipient will generate value. Data Scientists can design high-level insights such as engagement prediction models and content clusters that allow marketers to cut through the noise and design their campaigns around strong, predictive signals, rather than arbitrary statistics. SendGrid sends up to half a billion emails a day for customers such as Pinterest and GitHub. All this email adds up to more text than produced in the entire twitterverse. We track events like clicks, opens and deliveries to help improve deliverability for our customers – adding up to over 50 billion useful events every month. While SendGrid data covers only abo...
Jul. 20, 2014 02:00 PM EDT Reads: 2,056
SYS-CON Events announced today that the Web Host Industry Review has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Since 2000, The Web Host Industry Review has made a name for itself as the foremost authority of the Web hosting industry providing reliable, insightful and comprehensive news, reviews and resources to the hosting community. TheWHIR Blogs provides a community of expert industry perspectives. The Web Host Industry Review Magazine also offers a business-minded, issue-driven perspective of interest to executives and decision-makers. WHIR TV offers on demand web hosting video interviews and web hosting video features of the key persons and events of the web hosting industry. WHIR Events brings together like-minded hosting industry professionals and decision-makers in local communities. TheWHIR is an iNET Interactive property.
Jul. 20, 2014 09:15 AM EDT Reads: 1,564
SYS-CON Events announced today that O'Reilly Media has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. O'Reilly Media spreads the knowledge of innovators through its books, online services, magazines, and conferences. Since 1978, O'Reilly Media has been a chronicler and catalyst of cutting-edge development, homing in on the technology trends that really matter and spurring their adoption by amplifying "faint signals" from the alpha geeks who are creating the future. An active participant in the technology community, the company has a long history of advocacy, meme-making, and evangelism.
Jul. 19, 2014 10:00 AM EDT Reads: 1,673
SYS-CON Events announced today that Verizon has been named “Gold Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Verizon Enterprise Solutions creates global connections that generate growth, drive business innovation and move society forward. With industry-specific solutions and a full range of global wholesale offerings provided over the company's secure mobility, cloud, strategic networking and advanced communications platforms, Verizon Enterprise Solutions helps open new opportunities around the world for innovation, investment and business transformation. Visit verizonenterprise.com to learn more.
Jul. 18, 2014 11:00 AM EDT Reads: 1,661
SYS-CON Events announced today that TMCnet has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Technology Marketing Corporation (TMC) is the world's leading business to business and integrated marketing media company, servicing niche markets within the communications and technology industries.
Jul. 15, 2014 04:21 PM EDT Reads: 1,138
Cloud Computing is evolving into a Big Three of Amazon Web Services, Google Cloud, and Microsoft Azure. Cloud 360: Multi-Cloud Bootcamp, being held Nov 4–5, 2014, in conjunction with 15th Cloud Expo in Santa Clara, CA, delivers a real-world demonstration of how to deploy and configure a scalable and available web application on all three platforms. The Cloud 360 Bootcamp, led by Janakiram MSV, an analyst with Gigaom Research, is the first bootcamp that introduces the core concepts of Infrastructure as a Service (IaaS) based on the workings of the Big Three platforms – Amazon EC2, Google Compute Engine, and Azure VMs. Bootcamp attendees will get to see the big picture and also receive the knowledge needed to make the best cloud decisions for their business applications and entire enterprise IT organization.
Jul. 15, 2014 02:13 PM EDT Reads: 601
"In my session I spoke about enterprise cloud analytics and how we can leverage analytics as a service," explained Ajay Budhraja, CTO at the Department of Justice, in this SYS-CON.tv interview at the 14th International Cloud Expo®, held June 10-12, 2014, at the Javits Center in New York City. Cloud Expo® 2014 Silicon Valley, November 4–6, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading Cloud industry players in the world.
Jul. 15, 2014 10:15 AM EDT Reads: 1,749
“We are starting to see people move beyond the commodity cloud and enterprises need to start focusing on additional value added services in order to really drive their adoption," explained Jason Mondanaro, Director of Product Management at MetraTech, in this SYS-CON.tv interview at the 14th International Cloud Expo®, held June 10-12, 2014, at the Javits Center in New York City. Cloud Expo® 2014 Silicon Valley, November 4–6, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading Cloud industry players in the world.
Jul. 15, 2014 09:45 AM EDT Reads: 1,721
"We are automated capacity control software, which basically looks at all the supply and demand and running a virtual cloud environment and does a deep analysis of that and says where should things go," explained Andrew Hillier, Co-founder & CTO of CiRBA, in this SYS-CON.tv interview at the 14th International Cloud Expo®, held June 10-12, 2014, at the Javits Center in New York City. Cloud Expo® 2014 Silicon Valley, November 4–6, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading Cloud industry players in the world.
Jul. 15, 2014 09:45 AM EDT Reads: 1,920
Almost everyone sees the potential of Internet of Things but how can businesses truly unlock that potential. The key will be in the ability to discover business insight in the midst of an ocean of Big Data generated from billions of embedded devices via Systems of Discover. Businesses will also need to ensure that they can sustain that insight by leveraging the cloud for global reach, scale and elasticity. In his session at Internet of @ThingsExpo, Mac Devine, Distinguished Engineer at IBM, will discuss bringing these three elements together via Systems of Discover.
Jul. 15, 2014 08:00 AM EDT Reads: 2,053
The Internet of Things promises to transform businesses (and lives), but navigating the business and technical path to success can be difficult to understand. In his session at 15th Internet of @ThingsExpo, Chad Jones, Vice President, Product Strategy of LogMeIn's Xively IoT Platform, will show you how to approach creating broadly successful connected customer solutions using real world business transformation studies including New England BioLabs and more.
Jul. 14, 2014 09:00 AM EDT Reads: 2,096
All too many discussions about DevOps conclude that the solution is an all-purpose player: developer and operations guru, complete with pager for round-the-clock duty. For most organizations that is not the way forward. In his session at DevOps Summit, Bernard Golden, Vice President of Strategy at ActiveState, will discuss how to achieve the agility and speed of end-to-end automation without requiring an organization stocked with Supermen and Superwomen.
Jul. 14, 2014 08:45 AM EDT Reads: 1,790