Jackson National Life Insurance Company® (Jackson®)
has added several new tools to its suite of digital resources for
advisors and consumers, including the new Jackson
app, offering easy mobile access to information on Jackson’s
products, and the Retirement
Hub app, providing interactive educational content for investors on
a wide variety of financial topics. Both apps are now available for
download through the App
store.
The digital tools serve as an integral part of Jackson’s educational
campaign, which aims to meet increasing demand from both advisors and
their clients for usable and relevant content on topics such as saving,
investing and retirement. The apps also provide access to
easy-to-understand product breakdowns for mobile users.
“Our educational program is focused on providing easily digestible
financial information in order to bridge the knowledge gap that exists
in our industry,” said Luis Gomez, vice president of Marketing Strategy
for Jackson National Life Distributors LLC. “The new Jackson app will
serve as a valuable tool for advisors to sit down with their clients and
walk them through the products and strategies available to help them
plan their retirement goals. The Retirement Hub app is designed to
complement the Jackson app, as it offers a broad selection of videos,
charts and interactive tools designed to help investors better
understand investment concepts.”
The new apps equip advisors with the ability to instantly customize
sales presentations to meet their clients’ unique needs, as well as
demonstrate Jackson’s robust technology capabilities, according to
Gomez. “The Jackson app allows advisors to tailor information to their
clients’ specific knowledge level and unique investment goals in real
time, and is yet another step forward for Jackson in our effort to
design and execute technology that adds value to all stakeholders in the
investing process.”
The Retirement Hub was designed as a one-stop-shop for financial
industry information and interactive educational materials, with new
content published quarterly. In the first installment of the Retirement
Hub, investors learned about the basics of bonds, the inverse
relationship between existing bond prices and interest rates and ways to
help manage portfolios in the event that interest rates rise. This
quarter, the Retirement Hub is focused on managing portfolio volatility,
with information on the causes and potential effects of negative and
positive correlations within portfolios.
Gomez said the apps are intended to build on the momentum of Jackson’s
recent digital capability enhancements. In April, Jackson launched an
upgrade to its Portfolio Construction Tool, offering advisors the
ability to aggregate performance results for various variable annuity
subaccounts within their portfolios and break out subaccount
information. These new tools allow advisors to assemble the information
necessary to customize portfolios in order to meet the individual
financial objectives of their clients.
Jackson also recently launched a redesign for its digital Performance
Center on Jackson.com,
improving functionality and navigation, as well as introducing
Morningstar-powered profiles for the individual subaccounts available
within Jackson’s variable annuities. The updated Performance Center
provides advisors and Jackson policyholders with comprehensive
information in real time, including downloadable daily unit values and
in-depth analysis of fund performance in a more intuitive and
user-friendly platform.
About Jackson
Jackson is a leading provider of retirement solutions for industry
professionals and their clients. The company offers a diverse range of
products including variable, fixed and fixed index annuities designed
for tax-efficient accumulation and distribution of retirement income for
retail customers, and fixed income products for institutional investors.
Jackson subsidiaries and affiliates provide specialized asset management
and retail brokerage services. With $206.8 billion in assets*, Jackson
prides itself on product innovation, sound corporate risk management
practices and strategic technology initiatives. Focused on thought
leadership and education, the company 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 (Home Office: Lansing, Michigan), Jackson National Life
Insurance Company of New York® (Home Office: Purchase, New
York) and Jackson National Life Distributors LLC.
A variable annuity is a long-term, tax-deferred investment designed for
retirement, involves investment risks and may lose value. Earnings are
taxable as ordinary income when distributed and may be subject to a 10%
additional tax if withdrawn before age 59 ½.
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 products have limitations and restrictions,
including withdrawal charges and excess interest adjustments (interest
rate adjustments in New York) where applicable. Jackson issues other
annuities with similar features, benefits, limitations and charges.
Discuss them with your representative or contact Jackson for more
information.
*Jackson has $206.8 billion in total IFRS assets and $192.6 billion in
IFRS policy liabilities set aside to pay primarily future policyowner
benefits (as of 6/30/14). International Financial Reporting Standards
(IFRS) is a principles-based set of international accounting standards
for reporting financial information. IFRS is issued by the International
Accounting Standards Board in an effort to increase global comparability
of financial statements and results. IFRS is used by Jackson's parent
company.
Jackson National Life Insurance Company is an indirect subsidiary of
Prudential plc, a company incorporated in England and Wales. Prudential
plc and its affiliated companies constitute one of the world's leading
financial services groups. It has been in existence for over 160 years
and has $781.1 billion in assets under management as of June 30, 2014.
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 America.
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.
Rising interest rates will generally cause the prices of bonds and other
debt securities to fall. Falling interest rates may cause an issuer to
redeem, call or refinance a security before its stated maturity, which
may result in the fund having to reinvest the proceeds in lower yielding
securities. Longer maturity debt securities may be subject to greater
price fluctuations than shorter. Bonds and debt securities are subject
to credit risk including the deterioration of credit strength or failure
to make a timely payment resulting in default.
The following cautionary statement is included to make applicable and
take advantage of the safe harbor provisions of the Private Securities
Litigation Reform Act of 1995 for any forward-looking statements made
by, or on behalf of, the Company. Forward-looking statements include
statements concerning plans, objectives, goals, strategies, future
events or performance, and underlying assumptions and other statements
which are other than statements of historical facts. However, as with
any projection or forecast, forward-looking statements are inherently
susceptible to a number of risks and uncertainties and actual results
and events could differ materially from those currently being
anticipated as reflected in such forward-looking statements. There can
be no assurance that management’s expectations, beliefs or projections
will result or be achieved or accomplished.
Apple, the Apple logo, and iPad are trademarks of Apple, Inc.,
registered in the U.S. and other countries. App Store is a service mark
of Apple Inc.
Copyright Business Wire 2014