Workers expect their defined contribution plans to play a greater role in their retirement income than annuities.
Financial Planning magazine will host an educational series for
advisers on the utilization of alternative asset classes and investment
LANSING, Mich.--(BUSINESS WIRE)--
Jackson National Life Insurance Company® (Jackson) is sponsoring a web
seminar series on alternative investment strategies, hosted by Financial
Planning magazine. The four-part series will feature two
alternatives seminars offering one hour of Certified Financial Planner
(CFP) credit, as well as two money manager panel discussions with
experts from Curian Capital, LLC (Curian®), BlackRock, Inc.®, Ivy
Investment Management Company and AQR Capital Management.
“As advisers adopt new approaches to meet the changing needs of their
clients, we have seen a clear need for education on alternative asset
classes and investing strategies,” said Clifford Jack, executive vice
president and head of retail for Jackson. “Jackson is committed to
continuing its role as a pioneer in the alternative space and supporting
the educational needs of advisers.”
The first seminar in the series, “Investing in Alternatives: A Practical
Look at New Strategies” will be held at 4:15 p.m. EDT on June 27.
Recognizing the need for education on alternatives, Jackson will present
a high level discussion on the recent shift from traditional investing
models to alternatives, giving advisers a clearer picture of how to
potentially utilize these asset classes and strategies within their
clients’ portfolios. For those unable to attend on June 27, the seminar
will be offered at the same time on August 8. One hour of CFP credit is
available for both dates.
The first money manager panel discussion, “Alternative Investing
Trends,” will be broadcast at 4:15 p.m. EDT on July 18. A second panel
discussion will take place at the same time on August 29. Moderated by Financial
Planning’s David Adler, both seminar panels will feature a lineup of
some of the industry’s most highly regarded money managers.
Joining the panels on July 18 and August 29 is Clifford Asness, Ph.D.,
managing and founding principal of AQR Capital Management. He will be
accompanied for both dates by Steve Young, senior vice president of
asset management for Curian. Ryan Caldwell, senior vice president and
co-portfolio manager of Ivy Investment Management Company will join the
panel on July 18 and investment analyst Tim Burger will represent Ivy
Investment Management Company on August 29. From BlackRock, Inc.®,
Dennis Stattman, managing director and portfolio manager will join the
panel on July 18, while Michael Trudel, managing director and global
strategist will join the August 29 panel.
Jackson’s sponsorship of the Financial Planning web seminar
series is part of a larger effort to educate advisers on alternative
asset classes and investing strategies. In March, Jackson launched Elite
Access, a new variable annuity that focuses on alternatives to provide
the potential for greater portfolio diversification. Jackson has also
hosted more than 100 educational road shows across the country with an
emphasis on alternatives training.
“It’s clear that investing strategies are evolving to help meet the
demands of today’s economic conditions,” said Jack. “Traditional assets
are increasingly more correlated, causing a shift toward alternatives
for better diversification and potentially higher returns. Educational
programs and support are becoming a critical piece of this trend and
Jackson is committed to taking a lead role in these efforts.”
To register for the first seminar in the series, “Investing in
Alternatives: A Practical Look at New Strategies” on June 27, visit the
registration page at http://www.financial-planning.com/web_seminars/-2678467-1.html?st=Cust&s=jackson.
About Jackson National Life Insurance Company
With $120 billion in assets (IFRS)*, Jackson National Life Insurance
Company (Jackson) is a leading provider of retirement solutions. The
company sells variable, fixed and fixed index annuities, life insurance
and institutional products. Through its affiliates and subsidiaries,
Jackson also provides asset management and retail brokerage services.
Jackson markets its products in 49 states and the District of Columbia
through independent and regional broker-dealers, wirehouses, financial
institutions and independent insurance agents. Jackson’s subsidiary,
Jackson National Life Insurance Company of New York®, similarly markets
products in the state of New York. For more information, visit www.jackson.com.
*Jackson has $120 billion in total IFRS assets and $109 billion in
IFRS policy liabilities primarily set aside to pay future policyowner
benefits (as of 12/31/11).
Elite Access Fixed and Variable Annuity (VA650, VA 660) is issued by
Jackson National Life Insurance Company (Home Office: Lansing, Michigan)
and in New York (VA650NY, VA 660NY) by Jackson National Life Insurance
Company of New York (Home Office: Purchase, New York). Variable
annuities are distributed by Jackson National Life Distributors LLC,
member FINRA. May not be available in all states, and state variations
apply. This product has limitations and restrictions, including
withdrawal charges and excess interest adjustments (interest rate
adjustments in New York) where applicable.
Before investing, investors should carefully consider the investment
objectives, risks, charges and expenses of Elite Access and its
underlying investment options. The current contract prospectus and
underlying fund prospectuses, which are contained in the same document,
provide this and other important information. Please contact your
representative or the Company to obtain the prospectuses. Please read
the prospectuses carefully before investing or sending money.
Jackson issues other variable annuities with similar features, benefits,
limitations and charges. Discuss them with your representative or
contact Jackson for more information.
Although asset allocation among different asset categories generally
limits risk and exposure to any one category, the risk remains that
management may favor an asset category that performs poorly relative to
the other asset categories.. Some of those risks include general
economic risk, geo-political risk, commodity price volatility,
counterparty and settlement risk, currency risk, derivatives risk,
emerging markets risk, foreign securities risk, high-yield bond
exposure, non-investment grade bond exposure, index investing risk,
industry concentration risk, leveraging risk, market risk, prepayment
risk, liquidity risk, real estate investment risk, sector risk, short
sales risk, temporary defensive positions, and large cash positions.
Diversification does not assure a profit or protect against loss in a
Please remember that a Jackson annuity is intended to be a long-term,
tax-deferred vehicle for retirement. An annuity's earnings are taxable
as ordinary income when withdrawn and, if taken before age 59 1/2, may
be subject to a 10% additional tax. Variable annuities involve
investment risks and may lose value.
Curian Capital, LLC is a wholly-owned investment advisor subsidiary of
Jackson National Life Insurance Company. All other companies mentioned
are not affiliated with Jackson National Life Distributors LLC.
BlackRock is a registered trademark of BlackRock, Inc. in the United
Jackson National Life Insurance Company is an indirect subsidiary of
Prudential plc, a company incorporated and with its principal place of
business in the United Kingdom. Prudential plc and its affiliated
companies constitute one of the world's leading financial service
groups. It provides insurance and financial services directly and
through its subsidiaries and affiliates throughout the world. It has
been in existence for over 160 years and had $545 billion in assets
under management as of December 31, 2011. Prudential plc is not
affiliated in any manner with Prudential Financial, Inc., a company
whose principal place of business is in the United States of America.
Jackson National Life Insurance CompanyCorporate
CommunicationsRyan McSparran, email@example.com
Source: Jackson National Life Insurance Company