Jackson National Life Insurance Company® (Jackson®) has announced the launch of its new EALive! education program, a component of its comprehensive alternatives education initiative for advisors. The program, which includes webinars, live in-person events, a virtual conference and teleconference opportunities, features presentations and keynotes from Jackson thought leaders and industry experts on the importance of alternative investments.
With Jackson’s launch of Elite Access (EA) in 2012, a variable annuity investment platform, Jackson and Curian Capital, LLC, Jackson’s asset management subsidiary, kicked off a national campaign to educate advisors on how alternative investments can be used in portfolios. Over the past year, the organization has successfully reached approximately 10,000 advisors across the industry through hundreds of educational programs, as well as through robust multimedia marketing materials that focus on investing throughout the economic cycle.
The EALive! education program is designed to be informative and engaging for advisors with interactive dialogue among participants and speakers, according to Bill Burrow, senior vice president of National Sales Development for Jackson National Life Distributors LLC.
“The new program is one more way we can reach a wider base of advisors and empower them with access to vital information on investing in today’s challenging market environment,” said Burrow. “Our educational program also offers advisors fresh perspectives and philosophies on the value alternative investments can provide in a portfolio, and equip them with the tools and knowledge to engage their clients in a discussion about alts.”
EALive! topics include:
- The ALT Tour – A series of national and regional conferences on alternative investments
- We’re Talking Alt SubAccounts – A live monthly money manager and subaccount-specific call-in series
- Let’s Talk Performance – A quarterly live webinar series on alternative subaccount results and performance
- The Alt Talks – Quarterly webinars that provide information on navigating changing market conditions
Advisors who wish to register or learn more about Jackson and its alternative education program, can contact Jackson by calling 800-711-JNLD (5653) or visiting www.jackson.com.
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 $191.5 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 www.jackson.com.
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 $191.5 billion in total IFRS assets and $178.5 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits (as of 12/31/13). International Financial Reporting Standards (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 provides insurance and financial services through its subsidiaries and affiliates throughout the world. It has been in existence for 165 years and has $733.6 billion in assets under management (as of December 31, 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.
The latest income date allowed is age 95, which is the required age to annuitize or to take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract. The standard death benefit is equal to contract value on the date of the claim and does not include any additional guarantees.
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.
About Curian Capital
Curian Capital, LLC (www.Curian.com) is an asset management company that manufactures and distributes a comprehensive suite of investment strategies and asset management solutions to institutions, financial advisors and their clients. Curian is committed to achieving investor success through advisor excellence by helping financial professionals provide their clients with the best investment advice, solutions and service possible. Curian has $10.9 billion in assets under management in its core business as of 12/31/13.
Curian Capital is an indirect subsidiary of Prudential plc (NYSE: PUK), a company incorporated in England. Prudential plc and its affiliated companies constitute one of the world's leading financial services groups. It provides insurance and financial services through its subsidiaries and affiliates throughout the world. It has been in existence for 165 years and has $733.6 billion in assets under management (as of 12/31/13). 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.
Curian Capital, LLC, a Registered Investment Advisor, provides customized investment management products and services. Curian Clearing LLC (member FINRA/SIPC) is the exclusive broker for these programs, for which it provides brokerage execution, processing and custody services. Investing in securities involves certain risks, including possible loss of principal.
Melissa Hernandez, (303) 224-7572
Senior Media Relations Specialist