COI Disclaimer: I am employed as a PR professional in an agency setting. Jefferson National is a client.
Hi - We noticed you were seeking references for the Jefferson National page. As their agency, we keep track of these things and have the following to offer. If you're looking for any other specific info, I can probably find press references, as well - just let me know. Please note: Since Friday, I have made one additional, very minor edit to the last suggested tweak in the interest of complete clarity and accuracy.
In reference to:
- Jefferson National's predecessor company was originally founded in 1937: http://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=30864347
- Correcting: In 1998 to 1990...the company was purchased by Conseco, and was renamed Conseco Variable Insurance Company: http://www.referenceforbusiness.com/history2/58/Conseco-Inc.html#ixzz3YjZob4xh
- In regards to: Trimaran Capital Partners: http://www.institutionalinvestor.com/Article/1036474/Research/4120/Overview.html#.VWh7IM9VhHx
- In regards to: the first company to offer a no-load flat-fee investment-only variable: http://www.investmentnews.com/article/20050606/SUB/506060708/flat-fee-variable-annuity-makes-its-debut
- In regards to 2012 management buyout led by Financial Partners Fund: http://www.fa-mag.com/news/jefferson-national-successfully-completes-management-buyout-9442.html
- In regards to Barron's Top 50: http://online.barrons.com/news/articles/SB50001424053111903927604579630771702617070?mod=BOL_hp_highlight_1
- In regards to DMA: http://www.insurancenewsnet.com/oarticle/2010/10/09/DMA-Insurance-and-Financial-Services-Council-to-Honor-Four-Award-Winners-During-a-229486.html (We know that we would typically steer clear of press releases as references. However, this one is published by a notable trade publication and was issued by the awarding organization).
To provide clarity, it may be helpful to tweak:
- In the 2005 milestone, add in a reference to Monument Advisor since it is the product described and referenced two paragraphs later.
- Add a specialization to the company description, such as "Jefferson National (JeffNat) is a financial services company based in Louisville, Kentucky that specializes in helping [registered investment advisors] by offering annuity products."
- Link to Mitch Caplan's Wiki page in the "Important People" box.