Jefferson

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.
Moving and Shaking

By Ellen Uzelac | February 1, 2009

When Bob Dineen joined Lincoln Financial Network six years ago, the organization was losing huge money -- up to $70 million a year. Not only...

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Business Evaluator

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