Jackson Sponsors Financial Advisor's and Private Wealth's 4th Annual Innovative Alternative Strategi
Jackson Sponsors Financial Advisor's and Private Wealth's 4 th Annual Innovative Alternative Strategies Conference
Sponsorship reinforces Jackson's commitment to alternative investments education
LANSING, Mich.--(BUSINESS WIRE)-- Jackson National Life Insurance Company® (Jackson®), a leading provider of retirement solutions and educational resources for industry professionals and their clients, will serve as a sponsor for the fourth annual Innovative Alternative Strategies conference in Denver on July 22-23. Hosted by Financial Advisor and Private Wealth magazines, the conference looks beyond traditional alternative investments and strategies, exploring advisors' use of alternatives — impact investing, '40 Act mutual funds, liquid alternatives, real assets and managed futures, among others.
"At Jackson, we're dedicated to providing financial advisors with the education, tools and one-on-one support they need in order to utilize alternative investments within their clients' portfolios," said Clifford Jack, executive vice president and head of retail at Jackson. "Our commitment to the alts space is unwavering — we recognize the critical need to educate advisors, and we're proud to serve as a resource in this capacity."
Gabriel Burstein, head of Investment Strategy in Asset Management for Curian Capital®, LLC, Jackson's asset management subsidiary, will be serving on the "'40 Act Funds Explained" conference panel. Burstein will analyze the historic performance of 1940 Act alternative mutual funds across the spectrum of alternative strategies.
The conference includes a variety of keynote presentations and breakout sessions over two days, many of which qualify for Certified Financial Planner (CFP®) Board of Standards Continuing Education (CE) credit, as well as CE credit toward the CIMA®, CIMC® and CPWA® certifications. For more information, visit www.fa-mag.com/alternative-strategies.
This sponsorship exemplifies Jackson's commitment to advisor education in the alternative investments space. In the first six months of the year, Jackson has hosted 335 events with more than 13,000 advisors in attendance to learn more about alternative investments and related strategies. The company is focused on providing a wide variety of training and educational opportunities for advisors, including seminars, webinars, continuing education programs, one-on-one support from one of the largest wholesaling forces in the annuity industry and an expansive library of online tools and resources. 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 www.jackson.com or www.elite-access.com.
About Jackson National Life Insurance Company
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 $165.4 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, Jackson National Life Insurance Company of New York ® and Jackson National Life Distributors LLC.
*Jackson had $165.4 billion in total IFRS assets and $150.9 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits as of December 31, 2012. 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 has been in existence for 165 years and had $658.3 billion in assets under management as of December 31, 2012. 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 product, including its underlying investment options. The current prospectus provides this and other important information. Please contact your representative or the Company to obtain the prospectus(es). Please read the prospectus(es) carefully before investing or sending money.
Annuities 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.
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. 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, 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% federal tax penalty. Variable annuities involve investment risks and may lose value.
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.
Curian Capital® is a registered investment advisor and affiliate of Jackson National Life Distributors LLC.
Jackson National Life Insurance Company
Melissa Hernandez, Senior Media Relations Specialist
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