Jackson Wins WealthManagement.com Industry Award
08 Septiembre 2023 - 8:15AM
Business Wire
Jackson’s Advanced Planning Team joins the 2023
“Wealthies” Circle
Jackson National Life Insurance Company (Jackson®), the main
operating subsidiary of Jackson Financial Inc.1 (NYSE: JXN), has
been honored by WealthManagement.com with a 2023 “Wealthies” award
in the Insurance Service Category for its newly-enhanced Advanced
Planning Team. Jackson’s Advanced Planning Team has been recognized
as an industry leader for its personalized support for financial
professionals seeking to model annuities in retirement plans and
managed accounts.
“We are honored that our Advanced Planning Team has been
recognized for their work to provide clarity around the retirement
planning process while offering bespoke options that cater to
financial professionals and their clients,” said Tim Munsie, Head
of RIA, Platform Distribution and Planning for Jackson National
Life Distributors LLC, Jackson’s marketing and distribution
business. “The enhancements we have made to our Advanced Planning
Team enable us to deliver valuable knowledge and education unique
to the financial planning space, and help financial professionals
more confidently serve their clients and better integrate
guaranteed income2 into holistic portfolios.”
Launched in February 2023, the Advanced Planning Team builds on
the skills of Jackson’s Advisory Integration and Advanced
Strategies teams, now merged under the new name, to help financial
professionals model and construct plans for their clients. The
group provides industry-leading service and capabilities, with
offerings that include research assistance, sales presentations,
asset location and tax strategies, retirement, estate and legacy
planning, and more.
The 9th Annual WealthManagement.com Industry Awards program
recognizes outstanding organizations and individuals that support
financial professional success. The program received more than
1,000 nominations from 413 companies. While 81 firms were
recognized as finalists for outstanding achievement in multiple
categories, only one winner was announced in each category at an
event held on September 7, 2023, in New York City.
ABOUT JACKSON
Jackson® (NYSE: JXN) is committed to helping clarify the
complexity of retirement planning—for financial professionals and
their clients. Through our range of annuity products, financial
know-how, history of award-winning service* and streamlined
experiences, we strive to reduce the confusion that complicates
retirement planning. We take a balanced, long-term approach to
responsibly serving all our stakeholders, including customers,
shareholders, distribution partners, employees, regulators and
community partners. We believe by providing clarity for all today,
we can help drive better outcomes for tomorrow. For more
information, visit www.jackson.com.
*SQM (Service Quality Measurement Group) Contact Center Awards
Program for 2004 and 2006-2022, for the financial services industry
(To achieve world-class certification, 80% or more of call-center
customers surveyed must have rated their experience as very
satisfied, the highest rating possible).
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. You should rely on your
own independent advisors as to any tax, accounting, or legal
statements made herein.
Jackson® is the marketing name for Jackson Financial Inc.,
Jackson National Life Insurance Company® (Home Office: Lansing,
Michigan) and Jackson National Life Insurance Company of New York®
(Home Office: Purchase, New York).
1 Jackson Financial Inc. is a U.S. holding company and the
direct parent of Jackson Holdings LLC (JHLLC). The wholly-owned
direct and indirect subsidiaries of JHLLC include Jackson National
Life Insurance Company, Brooke Life Insurance Company, PPM America,
Inc. and Jackson National Asset Management, LLC.
2 Guarantees are backed by the claims-paying ability of the
issuing insurance company and do not apply to the principal amount
or investment performance of a variable annuity's separate account
or its underlying investments.
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Courtney Roberts courtney.roberts@jackson.com
Jackson Financial (NYSE:JXN)
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