Jackson Wins WealthManagement.com Industry Award
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Jackson’s Advanced Planning Team joins the 2023 “Wealthies” Circle
“We are honored that our Advanced Planning Team has been recognized for their work to provide clarity around the retirement planning process while offering bespoke options that cater to financial professionals and their clients,” said Tim Munsie, Head of RIA, Platform Distribution and Planning for Jackson National Life Distributors LLC, Jackson’s marketing and distribution business. “The enhancements we have made to our Advanced Planning Team enable us to deliver valuable knowledge and education unique to the financial planning space, and help financial professionals more confidently serve their clients and better integrate guaranteed income2 into holistic portfolios.”
Launched in February 2023, the Advanced Planning Team builds on the skills of Jackson’s Advisory Integration and Advanced Strategies teams, now merged under the new name, to help financial professionals model and construct plans for their clients. The group provides industry-leading service and capabilities, with offerings that include research assistance, sales presentations, asset location and tax strategies, retirement, estate and legacy planning, and more.
The 9th Annual WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial professional success. The program received more than 1,000 nominations from 413 companies. While 81 firms were recognized as finalists for outstanding achievement in multiple categories, only one winner was announced in each category at an event held on September 7, 2023, in
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 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 2006-2022, for the financial services industry (To achieve world-class certification,
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding
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1 Jackson Financial Inc. is a
2 Guarantees are backed by the claims-paying ability of the issuing insurance company and do not apply to the principal amount or investment performance of a variable annuity's separate account or its underlying investments.
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Courtney Roberts
courtney.roberts@jackson.com
Source: Jackson Financial Inc.