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Broaden Your View: Planning for Uncertainty with Annuities - 1 CE Credit
Not all annuities are created equal. While typically utilized as tax-deferred investment vehicles, annuities are versatile and can be used to address a range of investment objectives. Help clients broaden their view to see the roles alternative retirement planning strategies may play in reaching their financial goals.

Join us for actionable insights and a fresh perspective on the flexibility that annuities can provide to support distinct stages of retirement planning and address key client concerns, including:

• Growth
• Principal and income protection
• Legacy creation and protection


CFP®, CIMA®, and CLU/ChFC® CE Credits have been applied for and are pending approval.

Annuities are long-term, tax-deferred vehicles designed for retirement. Variable 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 Individuals may be subject to a 10% additional tax if withdrawn before age 59½ if an exception to the tax is not met.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 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. Contact Jackson for more information.

Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. It also may not be available if the annuity is owned by a legal entity such as a corporation or certain types of trusts.

OSJ: 300 Innovation Drive, Franklin, TN 37067 Phone: 800/565-8797

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

CMN26048 08/21

Aug 18, 2021 03:00 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. In his free time, he enjoys playing hockey, fly fishing, and Brazilian jiu jitsu.
Myles Womack - Host
Vice President, Advanced Planning & 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.