We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!


media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us


Close [x]

Industry News


  • Industry Articles (17,472)
  • Industry Conferences (3)
  • Industry Job Openings (3)
  • Moore on the Market (191)
  • Negative Media (139)
  • Positive Media (73)
  • Sheryl's Articles (650)
  • Wink's Articles (257)
  • Wink's Inside Story (230)
  • Wink's Press Releases (97)
  • Blog Archives

  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • May 2008
  • February 2008
  • August 2006
  • Jackson Introduces New Retirement Investment Annuity

    August 17, 2021 by Jackson National Life Insurance Company

    NASHVILLE, Tenn.–(BUSINESS WIRE)–Jackson National Life Insurance Company® (Jackson®) today announced the launch of Jackson Retirement Investment AnnuitySM (JRIA), a fee-based variable annuity designed for independent registered investment advisors (IRIAs) to specifically address their annuity concerns. JRIA offers consumers the opportunity to grow their assets tax-deferred1 while generating protected income and preserving their legacy.

    “Through our research and direct feedback from the growing population of independent RIAs, we have developed a product that provides choice and flexibility, helping to address clients’ unique needs and the goal to deliver better outcomes for their financial futures,” said Aimee DeCamillo, Chief Commercial Officer and President of Jackson National Life Distributors LLC. “While the IRIA audience has traditionally underutilized annuities, we know this segment of the market may be looking to add protected lifetime income products to clients’ portfolios. Jackson continues to explore opportunities to expand and diversify our distribution efforts, including through the IRIA channel.”

    Jackson Retirement Investment Annuity’s product features include the following:

    • Cost Control: With a core contract charge on JRIA of 0.40%, optional add-on living and death benefits (described below) are available for an additional charge.
    • Tax Deferral: Clients who purchase JRIA will experience the tax benefits of an annuity, enabling invested assets the opportunity to grow without tax implications until withdrawals begin.
    • Jackson +ProtectSM Living Benefit: This low-cost benefit is available for an additional charge of only 0.30% during the deferral period and 0.75% during the withdrawal period2. Jackson +Protect can provide income, regardless of market performance, to help clients maintain their retirement lifestyle and potentially increase their assets.
    • Investment Freedom: JRIA offers 110 institutionally managed and priced subaccount options, providing flexibility when selecting investment options. The wide variety of investments can lead to portfolio growth and the potential to increase the amount of protected lifetime income throughout the contract period3.
    • Legacy Protection: Through JRIA’s Return of Premium death benefit (available for an additional charge), investors can protect their assets against market downturns while providing a lasting legacy for beneficiaries.

    “Planning for retirement is often met with an overwhelming amount of uncertainty and complexity,” said Alison Reed, Executive Vice President, Product Solutions Group, Jackson National Life Distributors LLC. “Jackson is committed to working with financial professionals to illustrate the ways annuities can benefit client portfolios while providing protected lifetime income. The launch of JRIA is just one example of how we are working to deliver on our brand promise of Clarity for a Confident Future. We look forward to pursuing more opportunities to improve the level of transparency in our industry while shaping positive experiences for our partners and customers when they interact with Jackson.”

    Jackson is committed to providing education, service support and digital tools to increase the ease of doing business through a new product offering. Financial professionals who are approved to sell JRIA and would like to learn more about the product can contact the company at 1-800-711-7397 or email wealthmanagers@jackson.com. More information can be found online at https://www.jackson.com/ria-and-wealth-managers.html.

    Jackson® is committed to helping clarify the complexity of retirement planning—for you and your clients. Our range of annuity products, financial know-how, history of award-winning service* and streamlined experiences strive to reduce the confusion that complicates your clients’ plans. 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 2006-2020. (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).

    Jackson is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York). Jackson National Life Distributors LLC.

    Before investing, investors should carefully consider the investment objectives, risks, charges, and expenses of the variable annuity and its underlying investment options. This and other important information is contained in the current contract prospectus and underlying fund prospectuses. Please read the prospectuses carefully before investing or sending money.

    Variable annuities are long-term, tax-deferred investments designed for retirement. The principal value of the variable annuity will fluctuate based on the performance of the underlying investment options 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.

    Add-on living benefits are available for an extra charge in addition to the ongoing fees and expenses of the variable annuity and may be subject to conditions and limitations. There is no guarantee that a variable annuity with an add-on living benefit will provide sufficient supplemental retirement income.

    Guarantees are backed by the claims-paying ability of Jackson National Life Insurance Company or Jackson National Life Insurance Company of New York and do not apply to the principal amount or investment performance of a variable annuity’s separate account or its underlying investments. They are not backed by the broker/dealer from which this annuity contract is purchased, by the insurance agency from which this annuity contract is purchased or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of Jackson National Life Insurance Company.

    The latest income date allowed is age 95, which is the required age to annuitize or take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract.

    Jackson Retirement Investment AnnuitySM Variable and Fixed Annuity (contract form numbers VA730, VA730-FB1, ICC20 VA730, ICC20 VA730-FB1) is 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) (contract form numbers VA730NY, VA730NY-FB1) and distributed by Jackson National Life Distributors LLC, member FINRA. These contracts have limitations and restrictions. Jackson issues other annuities with similar features, benefits, limitations, and charges. Discuss them with your financial professional or contact Jackson for more information.

    Jackson +Protect is not available in New York. Firm and state variations may apply.


    1 Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA, and may be found at a lower cost in other investment products. It also may not be available if the annuity is owned by a legal entity such as a corporation or other types of trusts.
    2 The Deferral Period Guaranteed Minimum Withdrawal Benefit (GMWB) Charge will be charged at the end of each contract quarter when no withdrawals have been taken since the effective date of the benefit. The Withdrawal Period GMWB Charge will be charged at the end of each contract quarter immediately following the contract quarter in which the first withdrawal, even a one-time withdrawal, is taken.
    3 Select up to a maximum of 99 investments and adjust options or allocations up to 25 times each contract year without transfer fees. To prevent abusive trading practices, Jackson restricts the frequency of transfers among Variable Investment Options, including trading out of and back into the same subaccount within a 15-day period.


    Patrick Rich

    Originally Posted at Business Wire on August 16, 2021 by Jackson National Life Insurance Company.

    Categories: Industry Articles