Jackson National Life Insurance Company® (Jackson®), the main
operating subsidiary of Jackson Financial Inc. 1 (NYSE: JXN), today
announced it has expanded its relationship with Halo Investing
(Halo), an award-winning platform for protective investments, to
provide registered investment advisors (RIAs) more fee-based
options when considering annuities.
Jackson began offering RIAs access to fee-based fixed index
annuities (FIAs) and registered index-linked annuities (RILAs)
through Halo’s outsourced insurance desk (OID), Halo Insurance
Services, in October 2021. After a successful first year, the
expanded relationship will enable Halo to offer a wider selection
of Jackson fee-based annuity solutions, including its RIA exclusive
advisory variable annuity, Jackson Retirement Investment Annuity,
and its Perspective Advisory II variable annuity, to advisors
through Halo’s annuity platform. These expanded offerings help
foster better client relationships that can grow an RIA’s business
and demonstrate Jackson’s ongoing commitment to the RIA
marketplace.
“The team at Halo is excited to strengthen our relationship with
Jackson,” said Jason Barsema, President, Halo. “Our common mission
is to help advisors offer their clients, particularly retirees,
effective investment solutions. Fee-based annuities, available
through Halo Insurance Services, that span the risk spectrum can be
used to construct lasting income protection. Halo looks forward to
continuing its mission of impact before profit through strategic
partnerships that promote access to low-cost protective investment
solutions for all investors.”
Americans recognize the risk of outliving their assets.
According to an Alliance for Lifetime Income survey conducted with
Cannex during the second quarter of 2022, less than half of
respondents think their savings and income will last through their
lifetimes.2 This sobering statistic about the state of the
retirement landscape highlights the need for better risk management
solutions and protective investments to help ensure individuals’
retirements endure. Fortunately, RIAs today can better access ideal
products for their clients.
“Jackson is committed to increasing RIA access to our advisory
annuities through this expanded distribution opportunity with
Halo’s Protective Investing Platform,” said Scott Romine,
President, Jackson National Life Distributors LLC. “This is the
latest example of how Jackson is working to reduce the complexity
of achieving financial security by making annuities more accessible
as part of a holistic portfolio.”
To learn more about the full suite of Jackson annuities now
available to RIAs through Halo Insurance Services, please contact
Lee Moses at lee.moses@haloinvesting.com to schedule a
consultation.
ABOUT JACKSON
Jackson® (NYSE: JXN) is committed to helping clarify the
complexity of retirement planning—for financial professionals and
their clients. Through our range of annuity products, financial
know-how, history of award-winning service* and streamlined
experiences, we strive to reduce the confusion that complicates
retirement planning. We take a balanced, long-term approach to
responsibly serving all of our stakeholders, including customers,
shareholders, distribution partners, employees, regulators and
community partners. We believe by providing clarity for all today,
we can help drive better outcomes for tomorrow. For more
information, visit www.jackson.com.
*SQM (Service Quality Measurement Group) Contact Center Awards
Program for 2004 and 2006-2021, for the financial services
industry. (To achieve world-class certification, 80% or more of
call-center customers surveyed must have rated their experience as
very satisfied, the highest rating possible).
ABOUT HALO
Halo Investing is an award-winning technology platform for
protective investment solutions. Headquartered in Chicago, with
offices in Abu Dhabi, Zurich, Dubai, and Singapore, Halo was
co-founded by Biju Kulathakal and Jason Barsema in 2015 with a
mission that focuses on putting "impact before profits," providing
access to impactful investment opportunities previously unavailable
to most investors. Through the Halo platform, financial advisors
and investors can easily access structured notes, market- linked
CDs, buffered ETFs, and annuities, as well as a suite of tools to
educate, analyze, customize, execute, and manage the most suitable
protective investment product for their portfolios. Halo has
received a growing number of honors and was recently named one of
Fast Company's Ten Most Innovative Companies of 2021. For more
information, please visit: http://www.haloinvesting.com. Halo
Investing is not a broker/dealer. Securities offered through Halo
Securities LLC, a SEC registered broker/dealer and member of
FINRA/SIPC. Halo Securities LLC is affiliated with Halo Investing
Insurance Services and Halo Investing. Halo Securities LLC acts
solely as distributor/selling agent and is not the issuer or
guarantor of any structured note products.
Jackson® is the marketing name for Jackson Financial Inc.,
Jackson National Life Insurance Company® (Home Office: Lansing,
Michigan) and Jackson National Life Insurance Company of New York®
(Home Office: Purchase, New York).
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 provide this and other
important information. Please contact your financial professional
or the Company to obtain the prospectuses. Please read the
prospectuses carefully before investing or sending money.
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 for
withdrawals before age 59½ unless an exception to the tax is
met.
Annuities are issued by Jackson National Life Insurance Company
and in New York by Jackson National Life Insurance Company of New
York. Variable annuities 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 Jackson for more information.
Guarantees are backed by the claims-paying ability of the
issuing insurance company.
1 Jackson Financial Inc. is a U.S. holding company and the
direct parent of Jackson Holdings LLC (JHLLC). The wholly-owned
subsidiaries of JHLLC include Jackson National Life Insurance
Company, Brooke Life Insurance Company, PPM America, Inc. and
Jackson National Asset Management, LLC.
2 FA Magazine, A Quarter Of Consumers Have No Financial Plan,
Survey Says, September 29, 2022.
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version on businesswire.com: https://www.businesswire.com/news/home/20221026005795/en/
Patrick Rich Jackson patrick.rich@jackson.com
David Townsend HALO Investing
david.townsend@haloinvesting.com
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