Jackson Introduces Financial Freedom Campaign
Company announces “LIFETIME CHECK” branding and updated tagline as part of expanded outreach
When preparing to retire, many people brace themselves for years without a paycheck. But with an annuity, consumers can help
protect their financial futures and count on a different kind of reliable monthly income — a
LIFETIME CHECK? from
Jackson National Life Insurance Company® (Jackson®). The Lifetime Check is the foundation of a new
campaign for Jackson, a company dedicated to helping Americans achieve financial freedom for life.
As part of the rollout, Jackson has unveiled
new videos, which illustrate the importance of receiving a Lifetime Check through monthly income paid out from an
annuity1 with optional living benefit features2.
“This campaign is designed to further educate Americans on the modern landscape of retirement funding, as well as the many risks
associated with not having a source of protected lifetime income in their retirement plans,” said Barry Stowe, chief executive
officer of Jackson Holdings LLC.
Jackson’s campaign also includes the introduction of a new tagline, “Financial Freedom for Life?,” which will be rolled out
across print and digital channels in the coming months. According to Stowe, the tagline encompasses a personal, emotionally
powerful and distinct meaning for every American.
“These four words express not only what we strive to help millions of people achieve, but as importantly, who we are as a
company,” Stowe said. “Helping retirees achieve freedom from worry in retirement is our mission, and we believe every American
should be working to protect their retirement income.”
Jackson’s launch coincides with the Alliance for Lifetime Income’s new consumer education campaign, which kicked off today in
New York City, and includes unveiling of the inaugural Protected Lifetime Income (PLI) Index which tracks the level of protected
versus unprotected households in the United States, the proclamation of “Protect Your Retirement Income Day” in New York, the
launch of a #protectyourretirement social media campaign and live social media events, among other activities to engage consumers
and financial professionals.
Jackson is proud to be a founding member and co-chair of the Alliance and has led the charge in uniting 24 financial services
companies, nonprofit groups and leading financial experts to create awareness and educate Americans about the importance of
protected lifetime income. In the coming months, there will be additional activities including hosted live events, virtual reality
experiences in major cities, publishing new research results and thought leadership pieces and rolling out new tools to help people
understand and plan for protected lifetime income.
“We hope these multi-faceted opportunities for consumer engagement encourage more conversations with trusted financial
professionals who take a truly holistic approach to retirement planning — one that may include protected lifetime income solutions
that annuities provide,” said Stowe.
More information on these initiatives can be found at the following links:
1 Guarantees are backed by the claims-paying ability of the issuing insurance company. Guaranteed lifetime income is
available through two different options, annuitization and optional living benefits. Please note that not all optional living
benefits offer guaranteed lifetime income, are not available on all annuity products and may have an additional charge.
2 Optional benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable
annuity.
About Jackson
Jackson is a leading provider of retirement products for industry professionals and their clients. The company and its
affiliates offer variable, fixed and fixed index annuities designed for tax-efficient growth and distribution of retirement income
for retail customers, as well as products for institutional investors. Jackson is a proud founding member and co-chair of the
Alliance for Lifetime Income, a nonprofit 501(c)(6) organization formed and supported by 24 of the nation's financial services
organizations to create awareness and educate Americans about the importance of protected lifetime income. With $264.9 billion in
IFRS assets*, the company prides itself on product innovation, sound corporate risk management practices and strategic technology
initiatives. Focused on thought leadership and education, Jackson develops proprietary research, industry insights and financial
representative training on retirement planning and alternative investment strategies. The company is also dedicated to corporate
philanthropy and supports nonprofits focused on strengthening families and creating economic opportunities in the communities where
its employees live and work. For more information, visit www.jackson.com.
*Jackson has $264.9 billion in total IFRS assets and $251.6 billion in IFRS policy liabilities set aside to pay primarily future
policyowner benefits (as of June 30, 2018). 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 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, serving over 26 million customers with $877.2
billion in assets under management (as of June 30, 2018). 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.
Variable annuities are long-term, tax-deferred investments designed for retirement, involve 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
59½.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, annuities are
issued by Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Variable products are
distributed by Jackson National Life Distributors LLC. May not be available in all states and state variations may apply. These
products have limitations and restrictions. Contact the Company for more information.
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.
The Alliance for Lifetime Income
The Alliance for Lifetime Income, based in Washington, D.C., is a nonprofit 501(c)(6) organization formed and supported by some
of the nation’s leading financial services organizations, to create awareness and educate Americans about the importance of
protected lifetime income. The Alliance is focused on helping to educate Americans on the risk of outliving their savings so they
can enjoy their retirement lives. The Alliance provides consumers and financial advisors with the educational resources, tools and
insights they can use to build plans for protected retirement income. For more information about the Alliance, visit
www.AllianceForLifetimeIncome.org.
PR3220 10/18
Jackson
Patrick Rich, Director, External Communications
Phone: 720-498-4033
Email: patrick.rich@jackson.com
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