Jackson® Launches New Portfolio Construction Tool

Interactive technology helps advisers leverage freedom to invest without asset allocation restrictions

DENVER--(BUSINESS WIRE)-- Jackson National Life Insurance Company^® (Jackson) today launched its new Portfolio Construction Tool, an interactive online solution that helps advisers build customized investment portfolios based on the individual needs and objectives of their clients. Jackson continues to provide a comprehensive range of investment selections within its variable annuity offering, coupled with the freedom to invest without asset allocation restrictions. The Portfolio Construction Tool assists advisers in leveraging this freedom by helping them select the mix of subaccount options that best meet their clients’ retirement income needs.

The tool, which is available for appointed producers who register on www.jackson.com, will aid advisers in the process of researching and selecting investment options for each client’s portfolio by aggregating historical performance information, subaccount analytics and educational materials, all on one platform. A variety of interactive filters give advisers the ability to screen investment options by asset class, portfolio manager, investment style, expenses and performance. Advisers can expand their research on any particular investment option through links to a variety of marketing and educational materials, including fact sheets, brochures and videos.

With the new tool, advisers can also save and edit individual proposals, as well as create templates for future use. Once a customized proposal is completed, the Portfolio Construction Tool generates a summary report for advisers to review with their clients.

“Jackson’s product development philosophy has always been focused on investment freedom, choice and flexibility,” said Daniel Starishevsky, senior vice president of marketing for Jackson. “Rather than stripping away benefits or limiting customization, we instead focus on educating advisers and their clients about how to incorporate our products in their retirement plans. The Portfolio Construction Tool is an extension of this philosophy, which ultimately gives advisers the knowledge they need to fully utilize the investment freedom Jackson offers on behalf of their clients.”

The Portfolio Construction Tool is the latest in a series of products and services designed to help advisers create customized retirement income solutions. In October 2010, Jackson introduced LifeGuard Freedom Flex, the industry’s first customizable guaranteed minimum withdrawal benefit (GMWB). In 2007, Jackson introduced the Living Benefits Selection Center, which enables advisers to quickly and easily identify the living benefit option(s) most closely aligned with the personal retirement income objectives of their clients.

Advisers who wish to learn more about Jackson, the support offered by the company’s wholesaling and marketing teams, or the optional features and benefits available within Jackson’s variable annuity products, can contact Jackson at 800/711-JNLD (5653) or visit www.jackson.com.

More information on Jackson’s Portfolio Construction Tool can be obtained by contacting Andrew Silver, public relations director for Jackson, at 303-224-7542.

About Jackson National Life Insurance Company

With $107 billion in assets (IFRS)*, Jackson National Life Insurance Company (Jackson) is an industry leader in variable, fixed and fixed index annuities. The company also offers life insurance and institutional products. Jackson markets its products in 49 states and the District of Columbia through independent and regional broker-dealers, 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. Through its affiliates and subsidiaries, Jackson also provides asset management and retail brokerage services. For more information, visit www.jackson.com.

*Jackson has $107 billion in total IFRS assets and $97 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits (as of 12/31/10).

Annuities and life insurance products are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable products are distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These contracts have limitations and restrictions, including possible withdrawal charges, recapture charges and excess interest adjustments. Contact your representative or the Company for more information.

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 $532 billion in assets under management as of December 31, 2010. 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 CommunicationsAndrew Silver, 303-224-7542
[email protected]

Source: Jackson National Life Insurance Company