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Jackson’s Alternative Investments Education Campaign Reached Thousands of Advisors in 2013, Plans to Expand in 2014

Jackson National Life Insurance Company® (Jackson®) will expand its extensive alternative investments educational opportunities for advisors throughout 2014 with a dedicated focus on helping advisors understand and implement alternative asset classes into client portfolios. Over the past year, Jackson has successfully reached more than 10,000 advisors across the industry through hundreds of seminars, webcasts and training programs, as well as through robust multimedia marketing materials focused on alternative investments.

With the launch of Elite Access in 2012, a variable annuity investment platform, Jackson kicked off a national campaign to educate advisors on how alternative investments can be used in portfolios to help manage volatility. Clifford Jack, executive vice president and head of retail for Jackson, said the company plans to expand upon its educational offerings even more this year.

“Jackson firmly believes alternatives are an important strategy to help manage volatility and risk in a client’s portfolio,” Jack said. “We also understand that advisors may not be as familiar with alternative strategies as they are with traditional asset classes. To bridge that knowledge gap, we created an extensive educational program that teaches advisors why alternatives can be a critical part of today’s modern portfolios. The campaign has been so successful that we’ve expanded it even further to reach a larger base of advisors.”

In 2013, Jackson organized a wide variety of alternatives education opportunities, including:

  • More than 100 Elite Access Roadshows designed to educate advisors on alternative strategies
  • Alternatives-focused due diligence meetings attended by nearly 1,800 advisors
  • National and regional educational seminars focused on how alternatives can be implemented into client portfolios
  • Monthly Alternative Investment Conference Calls that provide insight into alternative strategies by explaining their effectiveness and impact on a portfolio
  • Enhancements to, featuring educational pieces on alternative investments including videos, market commentary and sales tools
  • Inaugural Generation Alt Virtual Conference where industry experts provided an analysis and overview of alternative investment platforms and regulatory updates, attended by more than 450 advisors
  • 90 Continuing Education courses including certifications for State Insurance; Certified Investment Management Analyst (CIMA); Certified Financial Planner (CFP); Chartered Life Underwriter (CLU); and Chartered Financial Consultant (ChFC)
  • Regular discussions and industry updates via the Alternative Investment Learning Center, Powered by Jackson, an advisor-exclusive LinkedIn professional group

“Our goal is to build upon the momentum from the last couple years and continue to expand our footprint in the alternatives space,” said Bill Burrow, senior vice president of National Sales Development for Jackson National Life Distributors LLC. “We saw a great need among advisors for alternatives education in order to effectively explain alts to their clients. Our education campaign has two goals: first, we want to ensure advisors understand the value alternative investments can provide in a portfolio; second, we want to equip advisors with the tools necessary to engage their clients in a discussion about alts.”

Advisors who wish to learn more about Jackson and its alternative education programs, or the support offered by the company’s wholesaling and marketing teams, can contact Jackson by calling 800-711-JNLD (5653) or visiting or

About Jackson

Jackson is a leading provider of retirement solutions for industry professionals and their clients. The company offers a diverse range of products including variable, fixed and fixed index annuities designed for tax-efficient accumulation and distribution of retirement income for retail customers, and fixed income products for institutional investors. Jackson subsidiaries and affiliates provide specialized asset management and retail brokerage services. With $173.6 billion in assets*, Jackson prides itself on product innovation, sound corporate risk management practices and strategic technology initiatives. Focused on thought leadership and education, the company develops proprietary research, industry insights and financial representative training on retirement planning and alternative investment strategies. Jackson is also dedicated to corporate social responsibility and supports charities focused on helping children and seniors in the communities where its employees live and work. For more information, visit

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan), Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York) and Jackson National Life Distributors LLC.

*Jackson has $173.6 billion in total IFRS assets and $161.2 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits as of June 30, 2013. International Financial Reporting (IFRS) is a principles-based set of international accounting standards indicating how transactions and other events should be reported in financial statements. IFRS is issued by the International Accounting Standards Board in an effort to increase global comparability of financial statements and results. IFRS is used by Jackson’s parent company.

Jackson National Life Insurance Company is an indirect subsidiary of Prudential plc, a company incorporated in England and Wales. Prudential plc and its affiliated companies constitute one of the world's leading financial services groups. It has been in existence for 165 years and has $648.2 billion in assets under management as of June 30, 2013. 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.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity 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.

Portfolios that have a greater percentage of alternatives may have greater risks, especially those including arbitrage, currency, leveraging and commodities. This additional risk can offset the benefit of diversification. Diversification does not assure a profit or guarantee against a loss in a declining market. 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, geopolitical risk, commodity-price volatility, counterparty and settlement risk, currency risk, derivatives risk, emerging markets risk, foreign securities risk, high-yield bond exposure, noninvestment-grade bond exposure, commonly known as junk bonds, 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.

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.

Elite Access Fixed and Variable Annuity (VA650, VA660) is issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York (VA650NY, VA660NY) 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 may apply. This product has limitations and restrictions, including withdrawal charges and excess interest adjustments (interest rate adjustments in New York) where applicable. Jackson issues other variable annuities with similar features, benefits, limitations and charges. Discuss them with your representative or contact Jackson for more information.

The following cautionary statement is included to make applicable and take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 for any forward-looking statements made by, or on behalf of, the Company. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements which are other than statements of historical facts. However, as with any projection or forecast, forward-looking statements are inherently susceptible to a number of risks and uncertainties and actual results and events could differ materially from those currently being anticipated as reflected in such forward-looking statements. There can be no assurance that management’s expectations, beliefs or projections will result or be achieved or accomplished.


Jackson National Life Insurance Company
Melissa Hernandez, Senior Media Relations Specialist
Phone: (303) 224-7572

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