RIA Academy™
Webinar series designed for knowledge and insights to help meet your clients' needs and optimize your business.
Register for our upcoming events
4:00 PM ET
Access and implement advisory annuities as an RIA
Attend our upcoming webinar to explore the latest insurance industry innovations that make it possible for RIAs to seamlessly include and manage annuities within their service offerings. We’ll also explore how these advancements may enable advisors to increase their holistic advice and AUM.
4:00 PM ET
Retirement blind spots
The field of behavioral finance teaches us how financial decision making is critical to retirement planning. This webinar explores ways to help investors recognize planning errors to better prepare them for the income stream they may need and want in retirement.
4:00 PM ET
New strategies to elevate client outcomes: Stand-out with eMoney
Join our live demo in eMoney to see how our new product—built for fee-based advisors—can help generate consistent income and put idle assets to work. We’ll show how this approach may deliver higher income without added risk, helping you build stronger, client-focused plans.
4:00 PM ET
Manage and bill advisory annuities as an RIA
Join our webinar to learn how to effectively manage annuity allocations within a comprehensive portfolio strategy. Explore best practices for integrating annuity assets into your reporting and management software, plus methods to incorporate these assets into AUM calculations and fee-billing processes.
4:00 PM ET
One size does not fit all: Generating retirement income for every client
One of today’s biggest planning challenges is making sure income lasts—not just until retirement, but through it. This interactive session was designed for advisors with a basic understanding of investments and annuities who want to take their knowledge to the next level. We’ll look at common retirement income challenges, investor preferences, and strategies that can help meet different needs.
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.
Jackson LIVE webinar series
Interested in webinar content that isn't only advisory-focused? Check out our Jackson LIVE webinar series.
Connect with a consultant
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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The concierge team operates as part of Jackson National Life Distributors LLC (“JNLD”). JNLD is a wholly owned subsidiary of Jackson National Life Insurance Company (collectively, with its affiliates “Jackson”) and distributes annuities issued by Jackson. JNLD’s primary activities involve the distribution of annuities, insurance, and mutual funds issued by Jackson and its affiliates through financial intermediaries. JNLD offers limited brokerage services and makes recommendations to retail investors who are referred to it by fiduciaries such as trust companies and registered investment advisers. JNLD and its concierge team’s financial professionals are not a fiduciary with respect to the recommendations and do not maintain a fiduciary relationship with your clients. JNLD does not make investment decisions for your clients or provide ongoing investment advice, monitor investments, or hold customer accounts or assets. JNLD forwards your client’s product application to Jackson, the insurance carrier. Your client’s investment is held direct by Jackson, not in an account at JNLD. Upon acceptance of the application by Jackson, JNLD’s relationship with your client ends.
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.