LANSING, Mich.--(BUSINESS WIRE)--
Jackson National Life Insurance Company® (Jackson) will serve as the chair and platinum sponsor for the second annual RetailALTS Advisor and Broker-Dealer’s Forum in Boston on May 22-23. The event, hosted by Financial Research Associates, is designed for financial professionals to learn to maximize the investment potential of alternatives in the retail market. Jackson’s sponsorship is further evidence of the company’s commitment to promote alternative investments education.
“Alternative investments have historically been part of Jackson’s retail offering, going back to 2005 before the market crisis,” said Bill Burrow, senior vice president of National Sales Development at Jackson National Life Distributors LLC, the distribution arm of Jackson. “Since that time, we have remained committed to educating advisors on the importance of utilizing alternative investing strategies to construct lower-correlated portfolios, which seeks to reduce the impact of volatility in the traditional equity and fixed income markets. We also believe alternative investing is most impactful when supported with the right combination of people, education and technology, which is why we have built one of the industry’s largest and most well-trained wholesaling forces to provide advisors with training and tools for success.”
Burrow will kick off the RetailALTS event, introducing speakers and participating in the panel, “The Advisor’s Guide to Accessing Alternatives,” where the group will discuss roadmaps to various vehicles advisors use to access alternative investments, including ETFs, mutual funds, variable annuities and structured notes.
Gabriel Burstein, head of Investment Strategy in Asset Management for Curian Capital®, LLC, Jackson’s asset management subsidiary, will be delivering a keynote at the conference titled “The Future of Alternatives in a Changing Market Environment.” Burstein will discuss the paradigm shift from asset diversification to strategy diversification, including a change from asset allocation to risk allocation.
Also on the agenda, Daniel Weiss, vice president of Due Diligence for National Planning Holdings, Inc., (NPH®), Jackson’s affiliated independent broker-dealer network, will be a featured speaker on two panels: “Background Check – Due Diligence for Alternative Investments,” and “Profiling Illiquid Alternatives – Are They for Everyone?”
The conference at the Harvard Club of Boston includes a total of 15 interactive sessions over two days, many of which qualify for Certified Financial Planner (CFP) Board of Standards Continuing Education (CE) credit. For more information on discussion topics at the RetailALTS conference visit www.frallc.com.
This sponsorship is another example of Jackson’s commitment to advisor education which aims to meet increasing advisor demand for information on using alternative investments. The program 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.
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.
Diversification does not assure a profit or protect against loss in a declining market. 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. National Planning Holdings, Inc. (NPH®) is Jackson’s affiliated independent broker-dealer network.
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