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Structured or unstructured, that is the question: Managing risk with registered index-linked annuities
Uncertainty and exposure to market losses are major concerns for clients as they plan for retirement. Registered index-linked annuities (RILA) are one of the fastest growing segments of the annuities market and offer both protection and growth opportunities for clients to reach their financial retirement goals.

Join us to learn more about RILAs, find out how we’ve collaborated with Halo Investing, and hear how Jackson can partner with you to help your clients manage risk no matter what comes next in the market.

Key discussion topics include:

• What is a registered index-linked annuity?
• Where do structured investments like RILAs fit in portfolio construction?
• Jackson RILA Tool powered by Halo



A RILA is a long-term, tax-deferred vehicle designed for retirement. It is subject to investment risk, its value will fluctuate, and loss of principal is possible. A RILA, which is an insurance contract, allows you to choose how you want to prioritize growth opportunities while managing the amount of loss you may assume. 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 are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These products have limitations and restrictions. Contact Jackson for more information.

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

Not available in OR, NE and NY.

CMX26396 11/21

Dec 1, 2021 12:00 PM in Central Time (US and Canada)

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Speakers

Chris Bogren, JD
Assistant Vice President, Advanced Strategies @Jackson National Life Distributors LLC
Joining Jackson in 2014, Chris brings with him a wealth of knowledge and experience gained in banking law and commercial litigation, which adds a unique dimension to his role of Assistant Vice President in Advanced Strategies. Ready to assist you with your trust, estate-planning, and tax-related questions, Chris looks forward to applying his valuable perspective to help you analyze your most difficult and hard-to-close cases. Chris earned his Juris Doctor from the University of Miami and is licensed to practice law in Colorado. He holds FINRA Series 6 and 63 registrations and also has a Tennessee Life and Variable Products Insurance license.
Jason Barsema
Co-Founder & President @Halo Investing
Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals & Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.
Kristen Billows, CFS®
Regional Vice President @Jackson National Life Distributors LLC
Kristen’s extensive financial services expertise combined with her dedication to working side by side with representatives to build their businesses makes her a standout in the industry. Since joining Jackson in 2000, Kristen has held many high-level positions within the organization in addition to being recognized for some prestigious awards. She was previously recognized as Wholesaler of the Year for the West Region; she holds the coveted Leadership Award from senior management of Jackson National Life Distributors LLC, and she is a member of Jackson’s distinguished Billion Dollar Club. Kristen earned her degree at Louisiana State University, holds FINRA Series 6, 26, and 63 registrations, a Certified Fund Specialist® designation, and Life and Variable Insurance licenses.
Myles Womack – Moderator
Vice President, Advisory Integration & Platform Distribution @Jackson National Life Distributors LLC
Technology evolves quickly. Myles Womack keeps up with advancements and puts his knowledge and experience to work for Jackson and the financial professionals Jackson serves. In fact, as Vice President of Advanced Planning & Platform Distribution, he and his team are responsible for sales enablement efforts relating to advanced markets sales concepts, advisory platforms, and planning technology. Myles began his Jackson tenure as an intern, later becoming an Internal Wholesaler, Business Development Consultant, Senior Sales Trainer, and Desk Director. For two years, he ran a team of consultants driving technology adoption at the National Planning Holdings (NPH) network of broker-dealers. When LPL Financial acquired NPH, Myles helped large groups navigate the transition. Then, in May 2018, Myles returned to Jackson to oversee advisory integration efforts. A graduate of the University of Illinois at Urbana-Champaign, Myles also holds his FINRA Series 6, 7, 26, and 63 registrations.