Jackson National Life's Advanced Planning Team Wins WealthManagement.com 2023 'Wealthies' Award
Jackson National Life Insurance Company, the primary subsidiary of Jackson Financial Inc. (NYSE: JXN), has received a prestigious 2023 "Wealthies" award in the Insurance Service Category from WealthManagement.com. This recognition specifically applauds Jackson's newly-enhanced Advanced Planning Team, which has positioned itself as an industry leader. The team is lauded for its exceptional support to financial professionals in their efforts to model annuities within retirement plans and managed accounts.
Tim Munsie, Head of RIA, Platform Distribution, and Planning for Jackson National Life Distributors LLC, the marketing and distribution arm of Jackson, expressed their honor at the acknowledgment. He praised the Advanced Planning Team for bringing clarity to the retirement planning process and for tailoring options to meet the unique needs of financial professionals and their clients. Munsie noted that the team's recent enhancements have empowered them to provide invaluable knowledge and education specific to the financial planning sector. This, in turn, helps financial professionals serve their clients more confidently and seamlessly integrate guaranteed income into comprehensive investment portfolios.
Launched in February 2023, the Advanced Planning Team consolidates the expertise of Jackson's Advisory Integration and Advanced Strategies teams, now operating under the same umbrella. Its primary mission is to assist financial professionals in modeling and structuring plans for their clients. The team offers a comprehensive range of services, including research support, sales presentations, asset placement and tax strategies, retirement planning, estate and legacy planning, and more.
The WealthManagement.com Industry Awards program, now in its 9th year, recognizes exceptional organizations and individuals that contribute to the success of financial professionals. With over 1,000 nominations from 413 companies, the competition was fierce. While 81 firms were named finalists for their outstanding achievements across multiple categories, only one winner was selected in each category. The awards ceremony took place on September 7, 2023, in New York City.
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