Jefferson National, pioneer of the first flat-fee Investment-Only VA (IOVA), built expressly to help RIAs and Fee-Based Advisors increase assets under management—and help their clients grow more wealth. Serving nearly 3,000 advisors nationwide with this unique platform for tax-advantaged investing—while helping their clients save over $97 million in insurance fees. Named the industry “Gold Standard” for creating this new category of IOVA, ranked one Barron’s Top 50 Annuities for two consecutive years, and named Barron’s top VA with alternatives, Jefferson National is winner of over 45 industry awards, including DMA Financial Services Company of the Year.  

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