Tuesday, February 17, 2026
4:00 p.m. ET / 1:00 p.m. PT
There is a big difference between what wealthy clients expect and what they actually get from their financial professionals. Clients with $100,000 to $25 million in net worth want help with estate planning, but only a small portion say they receive it. Some parts of estate planning, like writing wills and setting up trusts, are usually done by an attorney. However, as a financial professional, you have many helpful tools to offer.
Join our webinar to learn simple and effective strategies to help your clients avoid probate, grow their legacy assets, and protect what they want leave to their beneficiaries.
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.