Recently Released!!!
Date Published: February 2012
Comprehensive Power Point Deck: 116 Slides
Summary Power Point Deck: 31 Slides
Jefferson National Financial was founded as Inviva by David Smilow in 1989 and is based in Louisville, KY. The firm is licensed in 49 states, has 73 employees, & serves 1,600 financial advisor clients. Jefferson National Financial has 43,000 variable annuity contracts in force with $2.3 billion assets, 522 variable annuity new contract sales, $280 million variable annuity new contract sales, $34 million variable annuity renewals, $171 million variable annuity inflows, $234 million variable annuity surrenders, -$64 million variable annuity net flows, $48 million revenues, & $4.2 million EBITDA. The company is led by its Chairman Eric Schwartz, CEO Mitch Caplan, & President Larry Greenberg. Jefferson National Financial's web sites can be found at www.jeffnat.com, www.monumentadvisor.com, & www.flatisbeautiful.com
Jefferson National Financial's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Inviva Term Life Business Phase
- Jefferson National Annuities Business Phase
- Initial Success Phase
- Recapitalization Phase
Its profile includes the key statistics of the firm, including its number of state licenses, employees, financial advisor clients, variable annuity contracts in force, variable annuity assets, variable annuity new contract sales, variable annuity renewals, variable annuity inflows, variable annuity surrenders, variable annuity net flows, revenues, & EBITDA.
Its profile includes detailed outlines of its core businesses.
- Monument Advisor Annuity
- Legacy Annuity Business
And its profile concludes with the highlights of its organizational structure & ownership.
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