Tuesday, June 24, 2025
4:00 p.m. ET / 1:00 p.m. PT
As a planner, you have many tools and techniques to help your clients optimize their philanthropic goals. This webinar explores many popular approaches - from simple strategies to complex trusts. We will also closely examine how and when to incorporate annuities into planned-giving and use case studies to illustrate each concept.
The presentation will cover:
This webinar is for financial professionals only.
Director, Advanced Planning at Jackson National Life Distributors, LLC
Joining Jackson in 2021, Derek brings with him a wealth of knowledge and a desire to provide financial professionals with clarification of their complex situations. His background in estate planning, tax planning, and other investment-related topics allows Derek to do what he loves most: uncovering products and strategies that provide support for financial professionals that can help their clients and families.
Before joining the financial industry, Derek was an attorney with a private- practice law firm. After that, he joined Country Financial, working the majority of his eight years there in the Advanced Planning department.
Derek graduated from Valparaiso University School of Law with a Juris Doctor degree after receiving bachelor’s degrees in political science and business administration from Augustana College. He also holds FINRA Series 6, 26, and 63 registrations, Illinois Life and Variable Products Insurance licenses, and is a licensed Illinois attorney. Derek is on the board of Midtown, a nonprofit in St. Louis, serving underprivileged children and the community, and is a member of the Society of Financial Service Professionals. He enjoys golfing, traveling, sports and spending time with friends and his wife, Lizet, and daughter, Olivia.
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.
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.