Tim Munsie, Senior Vice President, Advisory Platform Distribution, Jackson National Life Distributors and a panel of fintech experts discuss effective approaches to goals-based financial planning and retirement income protection.
Jackson, one of the nation’s leading annuities providers, centers its business around creating longterm financial freedom. Annuities are essentially a contract between the individual and the insurance company that promise a series of payments over a predefined schedule or a lump sum at a later date. The products are a tax deferred solution, which allow earnings to be reinvested and ultimately grow the portfolio. Additionally, advisors can leverage annuities to help grow client assets and ensure their clients’ have lifetime retirement income for themselves and for their families. Jackson’s range of variable and fixed index annuities are designed to meet each client’s unique financial goals.
Jackson aims to deliver a seamless digital experience for advisors. The firm’s strategic partnerships with a number of fintech platforms and providers, aim to make it easier for advisors to integrate Jackson’s suite of products into their business. The firm’s consultants specialize in advanced planning, investment management, and tax management strategies for individuals and families and can provide assistance with aggregation of annuities and other investments.
Tim Munsie is senior vice president of advisory platform distribution at Jackson National Life Distributors LLC (JNLD), the marketing and distribution arm of Jackson National Life Insurance Company® (Jackson® ). He is responsible for various strategic initiatives including the integration of Jackson’s products within third party fintech tools and platforms, particularly those related to the company’s advisory initiatives. He also leads advanced planning at Jackson and directs the company’s hybrid distribution efforts.
To learn more, register for Jackson’s webcast: Fintech Panel with MoneyGuide, LifeYield and Riskalyze.
Key topics include:
- How to use Envestnet MoneyGuide, LifeYield, and Riskalyze to optimize the due diligence process
- Quantifying the value of tax-smart asset location in dollars
- How to quickly demystify a client’s Social Security filing puzzle and transition to a retirement income discussion
- Ways to maximize tax-deferral strategies in an effort to improve after-tax returns and outcomes
- How to effectively engage clients in the financial planning decision-making process