Wednesday, August 21, 2024
3:15 p.m. CT / 4:15 p.m. ET
You work hard to understand your clients’ unique financial needs. And it’s important you recommend products–including complex annuities–that can help meet them. As your partner in business, we understand your commitment to meeting the continually evolving needs of your customers as well as the variety of regulations in place to help protect them.
The Suitability Support Kit from Jackson® was developed to support your efforts to deliver superior service and streamlined experiences that help clear up the confusion that can complicate retirement planning.
Join our panel of industry professionals for a discussion on how the Suitability Support Kit can help you effectively address common issues encountered in the suitability process. You’ll gain valuable insights and best practices as the panel shares their thoughts on the kit and how they use it in their diverse roles to help meet increasingly stringent suitability standards.
Topics will include:
This webinar is for financial professionals only.
Director, Best Interest & Sales Supervision Outreach • Jackson National Life Distributors LLC
Tim Jowett is Director of Compliance at Jackson National Life Distributors LLC (JNLD), the marketing and distribution arm of Jackson®. He is responsible for cultivating, growing, and managing relationships with the sales supervision and compliance teams within strategic selling partners.
Tim joined Jackson in 2023 and brings more than 20 years of experience in the financial services industry. Prior to joining Jackson, Tim was responsible for the creation and strategic direction of Product Supervision at Wells Fargo Advisors, a department focused on the suitability and best interest of complex products in client portfolios. In this role, he established relationships with financial professionals and senior leaders throughout product, sales, risk, and legal departments to incorporate different perspectives into the approach for clients’ best interest.
He earned his bachelor’s degree in accounting from Maryville University as well as a bachelor’s degree in communications and MBA from Saint Louis University. He currently holds FINRA Series 4, 7, 9, 10, 24 and 63 registrations.
VP, Wire & Regional Broker/Dealer Sales • Jackson National Life Distributors LLC
Brian Nicolarsen began his career in financial services in 2006 and joined Jackson as an Internal Wholesaler in 2007. Since then, he has served in a variety of roles of increasing responsibility, including Business Development Consultant and Regional Vice President. In his current role as VP Head of Jackson’s wirehouse and regional broker/dealer sales, Brian is responsible for managing the Regional Vice Presidents.
He earned a Bachelor of Science degree in business from the University of Northern Colorado and a Master of Business Administration (MBA) degree from the University of Colorado. He holds FINRA Series 7 and 63 registrations.
A Colorado native, Brian currently resides in Nashville with his wife and their four children.
Product Leader • &Partners, LLC
Jillian has been in the financial services industry since 2005. Early in her career she started as an advisor before transitioning to a qualified supervisor role at Ameriprise Financial. In 2014 she took a role at Wells Fargo Advisors in their Centralized Supervision Unit. During her time at Wells Fargo Advisors, she managed a team of qualified supervisors and worked as an annuity SME.
On January 2, 2024 she started with &Partners, LLC as a Product Leader. Her primary role is establishing the firm’s annuity and insurance business.
VP, Institution & Complex Products Supervision • LPL Financial
Jessica Holloway is VP of Institution & Complex Product Supervision at LPL Financial. Jess has been in the industry for 20 years, with the past 7.5 at LPL. She spent the first half of her career as a financial advisor in both bank programs as well as wire houses. During her tenure at LPL, she has managed annuity review teams, created the life insurance review team, and currently leads Complex Products Specialized Services and Institution channel supervision. Jess resides in Raleigh, NC with her husband, two children, and two pups.
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. Clients should rely on their 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.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions. Contact Jackson for more information.
Jillian Hoffman, Jessica Holloway, &Partners, LLC, and LPL Financial are not affiliated with Jackson National Life Distributors LLC.