Tuesday, June 16, 2026
4:00 p.m. ET / 1:00 p.m. PT
Discover new ways to help your clients make a lasting impact through charitable giving. This engaging webinar walks you through proven strategies—from straightforward approaches to advanced split-interest trusts—that can elevate your planning conversations.
You’ll also learn how annuities can fit into a planned-giving strategy, when they may not be the right choice, and how to apply these concepts through real-world case studies. Designed for advisors with an intermediate understanding of investing and insurance, this session will leave you with practical insights you can use right away.
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.