Jackson® to Sponsor Alternative Investment Web Seminar Series

Financial Planning magazine will host an educational series for advisers on the utilization of alternative asset classes and investment strategies

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 declining market.

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 States.

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 Company
Corporate CommunicationsRyan McSparran, 303-224-7537
[email protected]

Source: Jackson National Life Insurance Company