Jackson Launches Center for Financial Insight and LinkedIn Group for
New thought leadership site and social media community are next steps in
Jackson’s commitment to providing practical educational resources for advisors
LANSING, Mich. -- March 6, 2013
Jackson National Life Insurance Company^® (Jackson^®), a leading provider of
retirement solutions, announced today the launch of the Center for Financial
Insight a new web-based public thought leadership site for consumers, advisors
and Jackson employees, and The Alternative Investment Learning Center, a
LinkedIn community designed exclusively for registered advisors. The two new
online resources are intended to serve as central components of Jackson’s
educational strategy, offering insights on many aspects of financial planning,
from basic terminology and fundamental investment concepts to information on
investment vehicles and trends.
“In an increasingly complicated financial world, all stakeholders in the
investing process – advisors, investors and even our own employees – need
access to educational resources that cater to their specific knowledge level
and unique investment goals,” said Clifford Jack, executive vice president and
head of retail for Jackson. “Our educational campaign is designed to bring
clarity to an industry that many believe to be overly complex and confusing.
As integral pieces of our overall business strategy, these new communities
will serve as a complement to our already robust alternative investment and
retirement planning education efforts across the industry.”
Located on Jackson’s website (Jackson.com), the Center for Financial Insight
will help to bring the financial planning environment into focus for today’s
investors, offering educational content, ideas and commentary from some of the
top thought leaders in the financial services industry. The online resource
provides a wealth of proprietary research, informational videos, white papers,
industry commentary and “Investor 101” materials. Fresh content will be added
to the website frequently, expanding the library to include an increasingly
broader range of resources.
“Providing educational content for investors and advisors through the Center
for Financial Insight is an innovative idea in the financial services world,
and is a transparent and progressive representation of Jackson’s commitment to
closing the knowledge gap that exists in our industry,” said Matt Gonring,
vice president of Corporate Communications for Jackson. “Above all, we want to
support the partnership between advisors and investors by positioning them on
the same side of the table, and these digital platforms provide us with a
great venue to do so.”
Examples of the content on the Center currently include:
*An exclusive survey from Jackson and AdvisorOne.com on “Social Media and
Technology Adoption Among Advisors,” highlighting benefits, obstacles and
pitfalls to using social media;
*Greg Cicotte, president, Jackson National Life Distributors, LLC.,
discusses variable annuities in the new video: “60 Years and Growing: The
History of Variable Annuities;”
*Clifford Jack outlines reasons why alternative investments are becoming an
integral part of the retirement planning conversation in “Alternative
Investments in Today’s Changing Environment.”
The Alternative Investment Learning Center, Powered by Jackson, one of the
first LinkedIn groups to offer dedicated alternative investment education to
advisors, is designed specifically as an idea-sharing forum for registered
representatives who hold at least a FINRA Series 6 or 7 registration. The
group, which will launch this week, will serve as a mutually supportive
community, in which advisors across the nation can access educational
materials and discuss alternative investment strategies, portfolio planning
tools and industry best practices, allowing each individual member to take
advantage of the collective knowledge of the group.
LinkedIn is the world’s largest online professional network, with more than
200 million users^1, 250,000 of which are advisors^2. Jackson plans to first
invite advisors from its affiliated broker-dealer network National Planning
Holdings, Inc., to join the group, and will invite advisors from other
broker-dealers to join as the company receives approval from their
broker-dealer back offices.
In addition to the LinkedIn group and the Center for Financial Insight,
Jackson’s educational efforts include a focus on alternative investment
strategies, a growing area in portfolio planning. In January, Jackson
announced an ambitious plan for alternative education training in 2013,
including 30 regional half-day training events, six national full-day training
sessions, 120 alternative education training sessions, 130 alternative
investment Continuing Education (CE) training sessions and a variety of
virtual opportunities, including Quarterly Alternative Market Webcasts and
monthly alternative investment conference calls.
“Although advisors continue to seek ways to incorporate alternatives within
client portfolios, many are unclear on how to effectively utilize these asset
classes and confidently explain alternatives to their clients,” said Jack. “At
Jackson, we are firmly committed to educating advisors on the role that
alternative investments can play in helping investors potentially grow returns
and manage risk in their portfolios.”
The Center for Financial Insight is the latest addition to the award-winning
Jackson.com website, which recently garnered several Annuity Monitor Awards
for 2012 (report published by Corporate Insight) ^ 3. Jackson received Gold
Medals in Client Transaction Capability, Client Statements and Advisor
Illustration Systems categories, as well as Silver Medals in Public Education
and Public Homepage and Navigation^3.
To learn more about the Center for Financial Insight, visit
www.jackson.com/thoughtleadership. Advisors can learn more about the
Alternative Investment Learning Center by sending an email to
firstname.lastname@example.org. Advisors who wish to learn more about Jackson
and its alternative education programs can contact Jackson by calling
800-711-JNLD (5653) or visiting www.jackson.com or www.myeliteaccess.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. 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^® ,
Jackson National Life Insurance Company of New York^® and Jackson National
Life Distributors LLC.
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.
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.
Jackson National Life Insurance Company is an indirect subsidiary of
Prudential plc, a company incorporated and with its principal place of
business in the United Kingdom. Prudential plc and its affiliated companies
constitute one of the world's leading financial service groups. It provides
insurance and financial services directly and through its subsidiaries and
affiliates throughout the world. It has been in existence for over 160 years
and had more than $560 billion in assets under management as of June 30, 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
PR 1390 2/13
^1 n.a. (January 9, 2013). LinkedIn Reaches 200 Million Members Worldwide.
LinkedIn. Retrieved from LinkedIn.com.
^2 O’Connor, J. (LinkedIn), Personal Communication, February 19, 2013.
^3 n.a. (January 2013). 2012 Annuity Monitor Awards. Corporate Insight. Pages
2, 6, 7, 9, 10, 12, 13, 14, 16, 21, 35, 48 and 78.
Jackson National Life Insurance Company
Lori Stafford-Thomas, Director, External Comm.
Phone: (303) 224-7542
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