Jackson®Sponsors Second Annual Alts Virtual Summit
Marquee sponsorship is part of Jackson's continued investment in advisor education
LANSING, Mich.--(BUSINESS WIRE)-- Jackson National Life Insurance Company® (Jackson) will serve as a marquee sponsor for the second annual Alts Virtual Summit at 9:30 a.m. EDT May 15. The event, hosted by RIA Database and ETF Trends, is a free, online conference created exclusively for financial professionals, with the aim of promoting alternative investing education. Through an entirely digital platform, attendees are able to view speaker presentations, participate in live webinars and visit the exhibitor hall, networking lounge and "hot topic" forums.
"At Jackson, we believe education is the top priority for advisors, and we are committed to equipping them with the tools, resources and strategies designed to help them incorporate alternatives into client portfolios," said Clifford Jack, executive vice president and head of retail for Jackson. "The Alts Virtual Conference is a great example of how we can continue to engage advisors in new and unique ways, and we are proud to serve as a top sponsor."
Steve Young, chief investment officer for Curian Capital®, LLC, Jackson's retail asset management subsidiary, will be a featured speaker in the "Liquid Fund Alternatives" session, one of the seven interactive discussion panels, which will provide an overview of the growing number of options covering inverse, leverage, commodity, currency, real estate and volatility strategies. The panelists will discuss the various alternative choices, highlighting ways to utilize alternative investments in an attempt to manage risk, improve diversification and provide enhanced returns.
In addition, Bill Harding, vice president and head of Investment Management for Jackson National Asset Management, LLC® will participate in the panel "An Advisor's Guide to Manager Selection." Given the potential correlation between manager quality and future performance, panelists will review the importance of the manager due diligence process. Each panel discussion has been approved for one CFP/CIMA CE credit.
The marquee sponsorship is another example of Jackson's commitment to advisor education. Jackson's educational program aims to meet increasing advisor demand for information on the utilization of alternative investments. The program is focused on providing a wide variety of training and educational opportunities for advisors, including seminars, 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.
For more information on discussion topics, or to register, visit www.AltsVirtual.com.
Jackson is a leading provider of retirement solutions and educational resources for industry professionals and consumers. The company offers a diverse range of products including variable, fixed and fixed index annuities to retail customers, and fixed income products to institutional investors. Jackson subsidiaries and affiliates provide asset management and retail brokerage services. With $165.4 billion in assets (IFRS),* Jackson prides itself on product innovation, sound corporate risk management practices and strategic technology initiatives. The company, which is focused on thought leadership and education, 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 and Jackson National Life Insurance Company of New York®.
*Jackson has $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 12/31/12).
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 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 Asset Management LLC is affiliated with Jackson National Life Distributors LLC.
Jackson National Life Insurance Company
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