RIA Academy™

    Webinar series designed for knowledge and insights to help meet your clients' needs and optimize your business.

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    Date
    Details
    July 14
    4:00 PM ET

    Annuities for Small Business Owners

    With the passage of the SECURE Act, annuities are once again a key focus for individuals seeking to convert their assets into income. Many planners overlook annuities when working with small business owners and entities. Join us to learn annuity strategies designed to meet the unique needs and goals of entrepreneurs while maximizing tax benefits. It also explores how today’s financial technology (Fintech) can enhance this planning. 

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    August 11
    4:00 PM ET

    Understanding the Rise of Registered Index-Linked Annuities

    Registered index-linked annuities (RILAs)—also known as buffered annuities—continue to gain momentum. Join us for a focused discussion on the fundamentals of RILAs and how to position RILAs for different client profiles.

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    More great content is coming soon. Check back often for new content and webinar dates.

    Client resources

    With Jackson, you can count on informative tools and resources as unique as your clients, to help you adapt and keep up with their ideal future in mind.

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    Jackson LIVE webinar series

    Interested in webinar content that isn't only advisory-focused? Check out our Jackson LIVE webinar series.

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    Connect with a consultant

    You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, contact us at (800) 711-7397, or view our coverage map to connect with a specific consultant.

    Additionally, please read our web privacy policy to learn how we utilize the information you submit in the form on this page.

    The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. JNLD and its concierge team’s financial professionals are not a fiduciary with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held direct by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.

     

     

    Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein. 

    Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. 

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.


    Events are subject to change.