Billing advisory fees on annuity assets

Thursday, June 12, 2025
4:00 p.m. ET / 1:00 p.m. PT

Billing advisory fees on annuity assets has never been easier.

Join us for our webinar where we will discuss insurance industry advancements allowing RIAs to include and manage annuities in their offering. These advancements may enable advisors to increase their holistic advice and AUM.

Areas of focus:

  • Private letter ruling allowing fee-billing on annuities
  • Flexible fee billing platform which allows RIAs to seamlessly integrate annuity assets into how they bill on other assets today
  • Advisory role on contracts which allow for ongoing management and discretionary authority over the asset
  • Back office access and reporting capabilities. Including data integrations with RIA technology (Black Diamond, Orion, Tamarac, etc.)

This webinar is for financial professionals only.

FOR INSTITUTIONAL USE ONLY. NOT FOR PUBLIC DISTRIBUTION OR USE WITH RETAIL INVESTORS.

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.

Jackson® is the marketing name for Jackson Financial Inc., 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, member FINRA.