Welcome!

Machine Learning Authors: Pat Romanski, Elizabeth White, Yeshim Deniz, Rene Buest, Nate Vickery

News Feed Item

Jefferson National Meets Advisors' Urgent Demand to Mitigate Risk, Manage Volatility and Boost Tax-Efficiency by Further Expanding Industry's Most Alternative Investment Options

Leading Tax-Deferred Investment Solution for RIAs and Fee-Based Advisors Now Tops 390 Funds and 70 Alternatives to Optimize Portfolios as Fiscal Cliff Looms

LOUISVILLE, Ky., Nov. 29, 2012 /PRNewswire/ -- Jefferson National, a leading innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, continues to meet advisors' urgent demand to mitigate risk and manage heightened volatility in the face of the 'fiscal cliff' by further expanding the industry's largest selection of alternative investment options and by overcoming the inherent tax-inefficiencies of these sophisticated strategies, a concern greatly magnified by growing anxiety over the threat of rising taxes.

In another industry first, Jefferson National is the first and only VA to offer the Country Rotation Portfolio and Sector Rotation Portfolio from Innealta Capital, a quantitative asset management firm specializing in the active management of ETF portfolios. Jefferson National is also one of the only VAs now offering funds with specialized risk management and hedging strategies from several recognized market leaders, including AllianceBernstein Dynamic Asset Allocation Portfolio, Lazard Retirement Multi-Asset Targeted Volatility Portfolio and the recently launched PIMCO Global Diversified Allocation Portfolio. Other unique additions include a managed futures strategy from the Mariner Hyman Beck Portfolio, and the Vice Fund. With this latest round of seven new investment options, Jefferson National's flat-fee VA(1) now offers more than 70 liquid alternatives, including many strategies favored by hedge funds and elite institutional investors.

"We continue adding more alternative strategies to help advisors manage volatility while improving tax-efficiency. As the threat of the fiscal cliff looms large and taxes are poised to rise, these needs become even more urgent," said Laurence Greenberg, President of Jefferson National. "Combining the industry's most alternative strategies with the power of tax deferral, Jefferson National helps RIAs counter these challenging dynamics and allows their clients to accumulate more."

Jefferson National's research indicates that tax-efficiency is vital to RIAs and fee-based advisors facing plunging markets and rising taxes. This month, the market staged the biggest drop in nearly a year and all indexes were down more than 2%, the worse post-election sell-off since 1948 as investors feared the long term gridlock posed by the fiscal cliff fast approaching on December 31. If no solution is reached by year-end, the nation's taxes will escalate by $500 billion, or an average of nearly $3,500 per household, according to the nonpartisan Tax Policy Center. The same study says the top 1% of households would see after-tax income drop by an average of 10.5%.

Jefferson National's research also shows the trend toward greater allocation to alternatives. More than 68% of advisors have increased their use of alternative investments, and more than 61% believe that alternatives will become even more important than traditional investments in the future.(2) Likewise Cerulli research indicates that in five years the use of alternative strategy funds could increase more than a 245%.(3)

"As the rest of the competition moves to re-price and re-tool in an ongoing features and benefits battle—or retreat from the industry entirely—Jefferson National will continue building momentum with unique alternatives in a tax-deferred investing solution tailored to meet the needs of RIAs and fee-based advisors," Greenberg added.

Jefferson National now tops a total of 390 funds—9 times more funds than the typical VA(4)—the industry's most alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating for four consecutive years.(5) 

For more information, please contact Chris Moon at 973-850-7304 or [email protected] or Deborah Newman at 502-587-3858 or [email protected].

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.(6) 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.

Important Disclosure:

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.

(1)Jefferson 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.

(2)RIAs and Fee-Based Advisors Alternative Investments and Tactical Management Survey, published by Jefferson National, September 2011.

(3)Quantitative Update: ETFs and Retail Alternative Products and Strategies 2012, Cerulli Associates, 2012.

(4)Morningstar data as of 12/31/11.

(5)Morningstar data as of 08/15/12

(6)Jefferson 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.

Contact: Chris Moon JCPR
973-850-7304
[email protected]

Deborah Newman
Jefferson National
502-587-3858
[email protected]

 

SOURCE Jefferson National

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@CloudExpo Stories
"As we've gone out into the public cloud we've seen that over time we may have lost a few things - we've lost control, we've given up cost to a certain extent, and then security, flexibility," explained Steve Conner, VP of Sales at Cloudistics,in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
Internet of @ThingsExpo, taking place October 31 - November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA, is co-located with 21st Cloud Expo and will feature technical sessions from a rock star conference faculty and the leading industry players in the world. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devic...
"The Striim platform is a full end-to-end streaming integration and analytics platform that is middleware that covers a lot of different use cases," explained Steve Wilkes, Founder and CTO at Striim, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"We want to show that our solution is far less expensive with a much better total cost of ownership so we announced several key features. One is called geo-distributed erasure coding, another is support for KVM and we introduced a new capability called Multi-Part," explained Tim Desai, Senior Product Marketing Manager at Hitachi Data Systems, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"With Digital Experience Monitoring what used to be a simple visit to a web page has exploded into app on phones, data from social media feeds, competitive benchmarking - these are all components that are only available because of some type of digital asset," explained Leo Vasiliou, Director of Web Performance Engineering at Catchpoint Systems, in this SYS-CON.tv interview at DevOps Summit at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
21st International Cloud Expo, taking place October 31 - November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Me...
SYS-CON Events announced today that Datera, that offers a radically new data management architecture, has been named "Exhibitor" of SYS-CON's 21st International Cloud Expo ®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Datera is transforming the traditional datacenter model through modern cloud simplicity. The technology industry is at another major inflection point. The rise of mobile, the Internet of Things, data storage and Big...
SYS-CON Events announced today that DXWorldExpo has been named “Global Sponsor” of SYS-CON's 21st International Cloud Expo, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Digital Transformation is the key issue driving the global enterprise IT business. Digital Transformation is most prominent among Global 2000 enterprises and government institutions.
Kubernetes is an open source system for automating deployment, scaling, and management of containerized applications. Kubernetes was originally built by Google, leveraging years of experience with managing container workloads, and is now a Cloud Native Compute Foundation (CNCF) project. Kubernetes has been widely adopted by the community, supported on all major public and private cloud providers, and is gaining rapid adoption in enterprises. However, Kubernetes may seem intimidating and complex ...
SYS-CON Events announced today that Calligo, an innovative cloud service provider offering mid-sized companies the highest levels of data privacy and security, has been named "Bronze Sponsor" of SYS-CON's 21st International Cloud Expo ®, which will take place on Oct 31 - Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Calligo offers unparalleled application performance guarantees, commercial flexibility and a personalised support service from its globally located cloud plat...
"We focus on SAP workloads because they are among the most powerful but somewhat challenging workloads out there to take into public cloud," explained Swen Conrad, CEO of Ocean9, Inc., in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"Outscale was founded in 2010, is based in France, is a strategic partner to Dassault Systémes and has done quite a bit of work with divisions of Dassault," explained Jackie Funk, Digital Marketing exec at Outscale, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"I think DevOps is now a rambunctious teenager – it’s starting to get a mind of its own, wanting to get its own things but it still needs some adult supervision," explained Thomas Hooker, VP of marketing at CollabNet, in this SYS-CON.tv interview at DevOps Summit at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"We are still a relatively small software house and we are focusing on certain industries like FinTech, med tech, energy and utilities. We help our customers with their digital transformation," noted Piotr Stawinski, Founder and CEO of EARP Integration, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"We've been engaging with a lot of customers including Panasonic, we've been involved with Cisco and now we're working with the U.S. government - the Department of Homeland Security," explained Peter Jung, Chief Product Officer at Pulzze Systems, in this SYS-CON.tv interview at @ThingsExpo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"We're here to tell the world about our cloud-scale infrastructure that we have at Juniper combined with the world-class security that we put into the cloud," explained Lisa Guess, VP of Systems Engineering at Juniper Networks, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
There is a huge demand for responsive, real-time mobile and web experiences, but current architectural patterns do not easily accommodate applications that respond to events in real time. Common solutions using message queues or HTTP long-polling quickly lead to resiliency, scalability and development velocity challenges. In his session at 21st Cloud Expo, Ryland Degnan, a Senior Software Engineer on the Netflix Edge Platform team, will discuss how by leveraging a reactive stream-based protocol,...
Your homes and cars can be automated and self-serviced. Why can't your storage? From simply asking questions to analyze and troubleshoot your infrastructure, to provisioning storage with snapshots, recovery and replication, your wildest sci-fi dream has come true. In his session at @DevOpsSummit at 20th Cloud Expo, Dan Florea, Director of Product Management at Tintri, provided a ChatOps demo where you can talk to your storage and manage it from anywhere, through Slack and similar services with...
"I'm here to leverage my secret sauce, which is using outsourced development and the company that I utilize is delaPlex Software and they've basically allowed me to win Fortune 500 companies," noted Justin Witz, CTO of FRA and PlanTools, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.
"We are an IT services solution provider and we sell software to support those solutions. Our focus and key areas are around security, enterprise monitoring, and continuous delivery optimization," noted John Balsavage, President of A&I Solutions, in this SYS-CON.tv interview at 20th Cloud Expo, held June 6-8, 2017, at the Javits Center in New York City, NY.