Chris Bogren | VP, Advanced Planning, Jackson National Life Distributors LLC
Michael Finke, Ph.D., CFP | Professor and Frank M. Engle Chair of Economic Security, The American College of Financial Services
Tracy Rokas, Ph.D. | Director, Consumer Research, Distribution Marketing, Jackson National Life Distributors LLC
Lisa Greenwald | CEO, Greenwald Research
Tom Hegna | Economist, author, and retirement income expert
Dr. Meir Statman, Ph.D. | Glenn Klimek Professor of Finance, Santa Clara University; Consultant, Avantis Investors
Wade Pfau, Ph.D., CFA, RICP | Co-Founder, Retirement Income Style Awareness, LLC; Founder, Retirement Researcher; Director of Retirement Research, McLean Asset Management; Research Fellow, Retirement Income Institute; Professor of Practice, The American College of Financial Services
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 U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer's individual set of facts and circumstances. You should rely on your own independent advisors as to any tax, accounting, or legal statements made herein.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked 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 (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. Contact Jackson for more information.
Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®.
Events are subject to change.