The Globe and Mail

Go to the Globe and Mail homepage

Jump to main navigationJump to main content

Globe Investor

News Sources

Take control of your investments with the latest investing news and analysis

Press release from Business Wire

Jackson® Hosts Virtual Summit on Alternative Investments for Advisors

<p class='bwalignc'> <i>Generation Alt Virtual Conference now available on-demand online until December 18</i> </p>

Tuesday, October 15, 2013

Jackson® Hosts Virtual Summit on Alternative Investments for Advisors

13:35 EDT Tuesday, October 15, 2013

DENVER (Business Wire) -- Jackson National Life Insurance Company® (Jackson), a leading provider of retirement solutions and educational resources for industry professionals and consumers, hosted its first-ever virtual conference on alternative investments on September 18. More than 450 financial professionals attended the event, which featured presentations, analysis and commentary on alternative investments from industry experts. The Generation Alt Virtual Conference, presented by Jackson and sponsored by SourceMedia, is now available online for advisors via www.VirtualGenAlt.com until December 18.

The convenient digital platform allows those advisors who were unable to attend the live event, or are interested in additional content, the opportunity to access actionable, practical information on a variety of alternative investment-focused topics from top-level industry sources on their own schedule. The available content includes presentations on macro-global economic strategies, potential ways to use alternatives to help diversify and manage risk in portfolios, updates on national tax policy changes and how advisors can build tax-efficient portfolios using asset location.

The virtual conference served as the next step in Jackson's robust alternative investments educational campaign which aims to meet increasing advisor demand for information on potential utilization of alternative investments within client portfolios. Jackson has held more than 300 educational seminars for advisors year-to-date, including regional and national meetings, webcasts and training programs, reaching more than 7,000 advisors.

Clifford Jack, executive vice president and head of retail for Jackson, said the virtual summit is another example of the many innovative ways the company is working to further educate advisors on the importance of incorporating alternative investment strategies in their clients' portfolios.

“We define ‘Generation Alt' as the new era of investors looking for additional methods to diversify their portfolios, given continued volatility and increased correlations in the market,” said Jack. “Hosting our first live virtual event and offering advisors the ability to access the information quickly and easily online, represent significant next steps in our continuing commitment to providing advisors the education and support they need to help address each client's financial goals, and to develop diversified retirement plans fit for the modern world.”

Steve Young, chief investment officer and senior vice president of the Asset Management Group for Curian Capital®, LLC presented “Alternatives for Addressing Interest Rate Risk.” The presentation provided an overview of strategies and tactics to help manage the risk in clients' fixed income portfolios amid rising interest rates. Curian is Jackson's asset management subsidiary that provides customized investment management products and services to financial representatives and institutional clients.

For more information on the event, and to download the presentations, visit www.VirtualGenAlt.com.

About Jackson

Jackson is a leading provider of retirement solutions for industry professionals and their clients. The company offers a diverse range of products including variable, fixed and fixed index annuities designed for tax-efficient accumulation and distribution of retirement income for retail customers, and fixed income products for institutional investors. Jackson subsidiaries and affiliates provide specialized asset management and retail brokerage services. With $173.6 billion in assets*, Jackson prides itself on product innovation, sound corporate risk management practices and strategic technology initiatives. Focused on thought leadership and education, the company develops proprietary research, industry insights and financial representative training on retirement planning and alternative investment strategies. Jackson is also dedicated to corporate social responsibility and supports charities focused on helping children and seniors in the communities where its employees live and work. For more information, visit www.jackson.com.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan), Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York) and Jackson National Life Distributors LLC. Curian Capital, LLC is a registered investment advisor and affiliate of Jackson National Life Distributors LLC.

* Jackson has $173.6 billion in total IFRS assets and $161.2 billion in IFRS policy liabilities primarily set aside to pay future policyowner benefits as of June 30, 2013. International Financial Reporting (IFRS) is a principles-based set of international accounting standards indicating how transactions and other events should be reported in financial statements. IFRS is issued by the International Accounting Standards Board in an effort to increase global comparability of financial statements and results. IFRS is used by Jackson's parent company.

Jackson National Life Insurance Company is an indirect subsidiary of Prudential plc, a company incorporated in England and Wales. Prudential plc and its affiliated companies constitute one of the world's leading financial services groups. It has been in existence for 165 years and has $648.2 billion in assets under management as of June 30, 2013. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.

Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the product, including its underlying investment options. The current prospectus provides this and other important information. Please contact your representative or the Company to obtain the prospectus(es). Please read the prospectus(es) carefully before investing or sending money.

Portfolios that have a greater percentage of alternatives may have greater risks, especially those including arbitrage, currency, leveraging and commodities. This additional risk can offset the benefit of diversification. Diversification does not assure a profit or guarantee against a loss in a declining market. Although asset allocation among different asset categories generally limits risk and exposure to any one category, the risk remains that management may favor an asset category that performs poorly relative to the other asset categories. Some of those risks include general economic risk, geopolitical risk, commodity-price volatility, counterparty and settlement risk, currency risk, derivatives risk, emerging markets risk, foreign securities risk, high-yield bond exposure, noninvestment-grade bond exposure, index investing risk, industry concentration risk, leveraging risk, market risk, prepayment risk, liquidity risk, real estate investment risk, sector risk, short sales risk, temporary defensive positions and large cash positions.

The following cautionary statement is included to make applicable and take advantage of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995 for any forward-looking statements made by, or on behalf of, the Company. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements which are other than statements of historical facts. However, as with any projection or forecast, forward-looking statements are inherently susceptible to a number of risks and uncertainties and actual results and events could differ materially from those currently being anticipated as reflected in such forward-looking statements. There can be no assurance that management's expectations, beliefs or projections will result or be achieved or accomplished.

CORPORATE COMMUNICATIONS
Jackson National Life Insurance Company
Melissa Hernandez, 303-224-7572
Senior Media Relations Specialist
melissa.hernandez@jackson.com

Products
  • Globe Unlimited

    Digital all access pass across devices. subscribe

  • The Globe and Mail Newspaper

    Newspaper delivered to your doorstep. subscribe

  • Globe2Go

    The digital replica of our newspaper. subscribe

  • Globe eBooks

    A collection of articles by the Globe. subscribe

See all Globe Products

Advertise with us

GlobeLink.ca

Your number one partner for reaching Canada's Influential Achievers. learn more

The Globe at your Workplace
Our Company
Customer Service
Globe Recognition
Mobile Apps
NEWS APP
INVESTING APP
Other Sections