David Lau

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  David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session

  By John Sullivan, AdvisorOne  |  May 19, 2011

  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'

  By Joyce Hanson, AdvisorOne  |  July 8, 2010

  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.

• Pro-Consumer

  By Jane Wollman Rusoff  |  March 1, 2010

  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...

• Optimizing Time Off

  By Jane Wollman Rusoff  |  July 1, 2009

  It's 2 a.m. -- do you know where your fellow FAs are? If they're members of the Excellent Investment Advisor Study Group, they very well could...