Jefferson National Partners with Cetera on Investing Solution

Jefferson National is teaming up with Cetera Financial Group to supply a new tax-advantaged annuity investing solution.

Jefferson National has partnered with Cetera Financial Group to supply its tax-advantaged annuity investing solution to the financial advisers and financial institutions across the country supported by Cetera’s member firms.

With the partnership, advisers and institutions served by Cetera will have a new choice for tax-efficient  investing to optimize clients’ portfolios. The service is built around Jefferson National’s Monument Advisor, a flat-fee investment-only variable annuity platform with nearly 380 investment options, including more than 70 alternatives.

Mitchell Caplan, CEO of Jefferson National, explains both firms “have been longstanding partners to many advisers and institutions who seek to provide top quality advice through a fee-based model. Now, with the Department of Labor (DOL) fiduciary rule at the forefront of our industry, we will continue to serve a growing number of financial advisers and their clients with an innovative tax-advantaged investing solution that is built to fit the way fee-based advisers work.”

According to the firms, the tax-advantaged investing solution can “potentially enhance the performance of many tax-inefficient assets and strategies that generate ordinary income and short term capital gains, such as fixed income, REITs, actively managed funds and many high-turnover liquid alternatives … In addition, with Monument Advisor now available on the Cetera platform, the fee-based advisers of Cetera Financial Group can provide more holistic financial advice by managing tax-deferred assets alongside taxable vehicles.”

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