Tuesday, July 14, 2026
4:00 p.m. ET / 1:00 p.m. PT
With the passage of the SECURE Act, annuities are once again a key focus for individuals seeking to convert their assets into income. Many planners overlook annuities when working with small business owners and entities, since only individuals have been eligible for tax deferral since 1987. But is that the whole story?
Join us to learn annuity strategies designed to meet the unique needs and goals of entrepreneurs while maximizing tax benefits. It also explores how today’s financial technology (Fintech) can enhance this planning. The webinar is intended for participants with an intermediate understanding of business entity and annuity taxation.
This webinar is for financial professionals only.
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.