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INSURANCE
JACKSON NATIONAL LIFE INSURANCE
Advanced Planning Team
Jackson’s Advanced Planning Team is the first in the industry to offer personalized support to financial professionals (FPs) seeking to model annuities in plans and managed accounts. Launched in February 2023, this newly expanded service combines and builds on the skills of our previous Advisory Integration and Advanced Strategies teams to help FPs model and construct better plans for clients. By leveraging the intricate planning and regulatory knowledge of Jackson’s highly credentialed employees, the Advanced Planning Team provides an unprecedented level of service, with offerings that include research assistance, sales presentations, asset location and tax strategies, assistance with retirement, estate and legacy planning, and more.
Jackson is a leading U.S. retirement services provider, offering a broad portfolio of protected retirement solutions across retail and institutional annuity products that help Americans build financial freedom for life. Jackson is committed to reducing the complexity of retirement planning. Our annuity products, financial know-how, history of award-winning service and streamlined experiences strive to reduce the confusion that complicates retirement planning. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow.
135 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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