Jackson Launches Digital Experience for Independent RIAs
New online portal enables independent RIAs to access Jackson products directly
The introduction of this new digital experience complements Jackson’s existing distribution channels, including Independent Broker Dealers, Banks and Wires. These traditional channels will continue to service hybrid RIAs who maintain an affiliation with a broker-dealer, while iRIAs will now be serviced by six dedicated RIA consultants.
“Today’s announcement is a natural progression of our efforts to deliver Jackson solutions to more of the market,” said
The digital experience on Jackson.com provides clients of iRIAs with access to a suite of fee-based annuity offerings with no commissions or withdrawal charges, including Jackson Private Wealth, an investment only variable annuity; Perspective Advisory II, a variable annuity with add-on benefits; and MarketProtector Advisory, a fixed index annuity.
“A key element of digital transformation is our ability to provide valuable experiences for independent RIAs by digitally enhancing their touch points with Jackson,” said
Independent RIAs who would like to learn more can visit the new digital experience at Jackson.com/ria-and-wealth-managers.html or call 800-711-7397.
Jackson is a leading provider of retirement products for industry professionals and their clients. The company and its affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income for retail customers, as well as products for institutional investors. Jackson is a proud founding member and co-chair of the
Jackson is an indirect subsidiary of
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.
Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.
The latest income date allowed is age 95, which is the required age to annuitize or take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract.
In certain states, we reserve the right to refuse any subsequent premium payments.
Add-on benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity. Only one add-on living benefit and one add-on death benefit may be elected per contract. Once elected, benefits may not be canceled or changed; please see prospectus for specific benefit availability. The long-term advantage of the optional benefits will vary with the terms of the benefit option, the investment performance of the Variable Investment Options selected, and the length of time the annuity is owned. As a result, in some circumstances the cost of an option may exceed the actual benefit paid under that option.
Variable annuities (VA790, VA790-T1, VA790-FB1, ICC17 VA790, ICC17 VA790-T1, ICC17 VA790-FB1) are issued by
MarketProtector Advisory Individual Modified Single Premium Deferred Fixed Annuity with Index-Linked Interest Option and Market Value Adjustment (contract form numbers FIA265, ICC19 FIA265) and IncomeAccelerator® (8005, ICC19 8005) with joint option (8006, ICC19 8006) is issued by
The design of this annuity contract emphasizes the protection of credited interest rather than the maximization of interest rate crediting. Jackson issues other annuities with similar features, benefits, limitations and charges. Discuss them with your representative or contact Jackson for more information. Fixed index annuities may not be suitable for everyone.
Fixed index annuities are also known as fixed annuities with index-linked interest (equity indexed and fixed annuities in
MarketProtector Advisory is not available in
Fixed index annuities are not available in
Jackson is the marketing name for Jackson National Life Insurance Company and Jackson National Life Insurance Company of
Contact: Patrick Rich, Jackson