1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
Tax-Deferred Retirement Saving—Without a 401(k)
The single most powerful feature of an annuity is tax deferral, according to Mitch Caplan, CEO of Jefferson National, not features like guaranteed income and riders.
Tax-Deferred Retirement Saving, Without a 401(k)
The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
JeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
Variable Annuity Outlook 2013: Tough Road Ahead
Sun Life Financial’s announcement that it will exit the business is the latest in a growing trend. The main culprit is that many variable annuity products hedged their exposure incorrectly.