David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session
Jefferson National's COO presents a tax deferral twist on Markowitz's efficient frontier at NAPFA Salt Lake.
Jefferson National White Paper Says Variable Annuities Offer 'Tax-Efficient Frontier'
A Jefferson National Life Insurance white paper on portfolio management says tax efficiency will emerge as a "significant new imperative" as taxes rise and and financial advisors can mitigate clients' risk with a new category of variable annuity.
Laurence P. Greenberg President, Jefferson National Life Insurance Co., New York City What Drives Him: "One: To do something that no one has done before. Two: To...
Phoenix Launches No-Load Annuity for Fee-Based Advisors
In yet another testament to the rising popularity of annuities, Hartford, Connecticut-based The Phoenix Companies has launched Phoenix Portfolio Advisor Variable Annuity, an innovative low-cost, no-load annuity sold through the company's distribution partners, including wirehouses, regional broker/dealers, and financial institutions.