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Private Wealth & Trust

Meet Our Experts

Jackson's Private Wealth & Trust group is a specialized team focused on complex planning, investment management, and tax management strategies for high net-worth and ultra-high net-worth families. This team works with Private Banks and Trust firms, as well as wealthier families' trusted tax and legal advisors, on long-term tax efficient planning and wealth transfer opportunities.

About the Private Wealth & Trust Group

Our group of seasoned experts is available to assist you in exploring advisory annuity structures that allow access to multigenerational tax and income control and are specifically designed for the private wealth & trust industry.

Private trustees and their tax and legal advisors have consistently expressed interest in Jackson's tax-deferred annuity products, particularly investment-only variable annuities. These trustees have a long history of using annuities in irrevocable trusts to manage taxes and control the recognition of income, potentially for multiple generations.

In contrast, due to their fee-only business model, private wealth & trust firms have historically avoided investment options—such as annuities—that would pay a commission. This situation is changing. As Jackson increases its focus on advisory products, the company is creating opportunities for trust companies and their clients to leverage the same advantages private trustees have long ascribed to annuities.

Keith Van Name Keith Van Name

Managing Director, Private Wealth & Trust

With more than 25 years of experience in the financial services industry, Keith previously served as a senior vice president at EnTrustPermal, where he focused on the development of the U.S. and offshore private wealth business. Prior to joining EnTrustPermal, he was the head of International Relationship Management and Business Development at QS Investors and served on the board of the QS Investors Global Alpha Fund. Earlier in his career, Keith held the positions of head of Distribution and Operations at IDB Bank and head of the Offshore Mutual Funds business at Deutsche Asset Management.

Keith is a former board member of Scudder Global Opportunities Funds and holds a bachelor's degree in accounting from Dowling College.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your representative or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money.

This material was prepared to support the promotion and marketing of Jackson® variable annuities. 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. Please consult your own independent advisor as to any tax, accounting or legal statements made herein.

Variable 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 are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions including possible withdrawal charges and excess interest adjustments (interest rate adjustments in New York) and recapture charges. Jackson issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your representative or contact Jackson for more information.

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

This piece is meant to provide education on the content being presented and is intended of an audience with a basic understanding of trusts and the financial industry. It is not intended for use with the general public.

Firm and state variations may apply.

• Not FDIC/NCUA insured • Not bank/CU guaranteed • May lose value •
Not a deposit • Not insured by any federal agency

CMV18831TP 11/19

© 2019. All rights reserved
Jackson National Life Insurance Company
1 Corporate Way
Lansing, MI 48951