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Articles tagged "Jefferson National"


Tina Valenzuela: Schwab will continue looking into product development opportunities.

Killing two birds with one stone, Schwab delves deeper into the variable annuity game
With interest rates low, consumers are desperate for safe income and Schwab needs a way to generate revenues to replace lost money market fees

Monday 3.18.13
Glenn Neasham: I didn't do anything wrong.

How Glenn Neasham lost his house, was forced to go on food stamps and faces jail time after selling a senior an indexed annuity
The case of this Lake County, Calif. insurance agent gives pause to advisors and agents dealing with seniors -- and indexed annuities

Wednesday 4.4.12
Anthony Ferreira: The second- and third-tier firms might have problems.

Is Hartford Financial's market exit a death knell for the annuity crowd or just more Hartford haplessness?
SunAmerica, John Hancock and Hartford are all in retreat mode but trade groups say aggregated industry sales are still solid

Thursday 3.29.12
Mitchell Caplan: That's what happened with E*Trade and it validates us and lets us know we're doing the right thing.

What ex-E*TRADE CEO Mitchell Caplan says emboldened him to lead an $83 million management coup of Jefferson National
By pouring in capital from a former Goldman Sachs leader and others into a bigger sales effort, Caplan believes sales of annuities through RIAs are set to explode

Tuesday 1.17.12
Patrick Gingras: In most cases we'd prefer not to be in an annuity, period. But you've got to work with the hand you've been dealt.

Jefferson National passes the $1 billion mark selling annuities to the advisors who 'hate' them most
The insurer's pared down, flat-fee product garners praise through gritted RIA teeth

Wednesday 12.7.11
John Moninger: It’s about growing the overall wallet.

An inside look at why LPL Financial is leading the charge with fee-based variable annuities
Sun Life and Harbor Lights Financial among those reporting the program's early success

Friday 2.18.11
Jefferson National's Laurence Greenberg: It’s something that we’ve wanted to do for a long time

With tax deferral at a rising premium, DFA forms a deal with an annuity company focused on RIAs
Jefferson National calls the deal with Dimensional Fund Advisors a 'home run'

Monday 9.13.10
Meredith Rice: RIAs leaned toward PacificLife, Prudential and Fidelity.

Study: Variable annuity providers show some gains in tackling RIA market
Cogent Research shows that RIAs gave VAs a chance in 2008 but the romance may be short-lived

Tuesday 8.17.10

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Most Emailed Stories »

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
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Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
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Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

David Stofer: At SageView I had to sell and service clients....I want to be a consultant.
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How Mariner Holdings is angling to become a $3-billion 401(k) company overnight by co-opting a local SageView office

The forecast for the 401(k) business is bright and foggy.
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No rumor: Bill Van Law announces that Raymond James-affiliated RIAs will have access to Hearsay Social.
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Ray-Jay RIA event produces how-I-did-it talks from four high-achieving RIAs


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