RIA Academy™

    Webinar series designed for knowledge and insights to help meet your clients' needs and optimize your business.

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    Date
    Details
    August 11
    4:00 PM ET

    Understanding the Rise of Registered Index-Linked Annuities

    Registered index-linked annuities (RILAs)—also known as buffered annuities—continue to gain momentum. Join us for a focused discussion on the fundamentals of RILAs and how to position RILAs for different client profiles.

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    September 22
    4:00 PM ET

    (CE) Money in Motion: Identify and Capture IRA Rollover Opportunities for High-Net-Worth Clients

    This session explores the tremendous potential within the high-net-worth rollover market and the key factors that drive investors’ decisions—when to roll over, and where to place their assets.

    You’ll gain actionable insights on how to identify “money in motion,” position your practice to capture rollover opportunities, and align IRA investment strategies with your clients’ retirement and legacy goals.

    One hour of CFP® CE will be offered.

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    More great content is coming soon. Check back often for new content and webinar dates.

    Client resources

    With Jackson, you can count on informative tools and resources as unique as your clients, to help you adapt and keep up with their ideal future in mind.

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    Jackson LIVE webinar series

    Interested in webinar content that isn't only advisory-focused? Check out our Jackson LIVE webinar series.

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    You can connect with our dedicated consultants in many ways. Send us a note and we will get back to you within 24 hours, contact us at (800) 711-7397, or view our coverage map to connect with a specific consultant.

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    Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein. 

    Annuities are long-term, tax-deferred vehicles designed for retirement. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.

    Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities and registered index-linked annuities are distributed by Jackson National Life Distributors LLC, member FINRA. These products have limitations and restrictions. Discuss them with your clients or contact Jackson for more information. 

    Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company®, and Jackson National Life Insurance Company of New York®.


    Events are subject to change.