Wednesday, March 11, 2026
3:15 p.m. CT / 4:15 p.m. ET
This is a key year for financial professionals with new tax laws, trade policy shifts, and political change already impacting investing. Smart financial planning isn’t just about market data. It also takes knowing the broader forces that shape the economy and being ready to adapt when things change.
Join us for a timely briefing featuring insights from industry experts designed to help clients and their portfolios thrive in 2026 and beyond.
What we'll cover
This webinar is for financial professionals only.
Senior Vice President, Head of Government Relations • Jackson
Richard (Rich) White is senior vice president of government relations for Jackson. He is responsible for leading Jackson’s government relations efforts at the local, state and federal levels. In this role, he assists in formulating Jackson’s policy positions and strategies as well as directing the company’s advocacy efforts.
Additionally, Rich oversees Jackson’s engagement with elected officials and with various regulatory agencies. He also manages the company’s relationship with the National Association of Insurance Commissioners (NAIC) and with other insurance industry stakeholders such as the American Council of Life Insurers (ACLI) and the Insured Retirement Institute (IRI).
Prior to joining Jackson in July 2017, Rich served as a partner at Thorn Run Partners, a leading federal lobbying and policy consulting firm based in Washington, D.C. He also previously supported Jackson as a consultant for over two decades on a variety of initiatives. Rich is a member of the District of Columbia Bar Association. He holds a bachelor’s degree from Franklin and Marshall College and a law degree from The Catholic University of America.
Director, Advanced Planning • Jackson National Life Distributors LLC
In his role as a Director of Advanced Planning, Dave Emmerich serves as a key resource on complex financial-planning cases. Prior to his current role, Dave served as a consultant on the Advisory Integration team helping financial professionals incorporate Jackson products into their financial planning software and platforms. Additionally, he previously served as a consultant to the Advanced Planning team.
Prior to joining Jackson, Dave spent nearly 10 years with Northwestern Mutual as a financial advisor and investment operations associate.
He graduated from the University of Wisconsin—La Crosse as a finance major with a minor in accounting. His financial credentials include a Certified Financial Planner™ certification, a Chartered Financial Consultant® professional designation, and a Retirement Income Certified Professional® designation. Dave also holds FINRA Series 6, 7, and 63 registrations and Life and Health Insurance licenses.
Vice President, Government Relations • Natixis Investment Managers
Kari Grant is the Vice President for Government Relations at Natixis Investment Managers where she is responsible for building the firm’s relationships and expertise on political and policy events in Washington, DC. She has deep expertise in financial services industry policy, having spent over a decade working on the industry’s behalf in Washington and in London.
Kari joined Natixis Investment Managers in 2023 from the British Embassy in Washington where she was responsible for leading financial services industry relations and policy engagement for the North American region on behalf of His Majesty’s Government. Since beginning her career as an intern in the US House of Representatives in 2010, she has held senior level positions at US and UK-based financial services associations including the Institutional Limited Partners Association (ILPA), the Securities Industry Financial Markets Association (SIFMA) and the Confederation of British Industry (CBI).
She holds a master’s degree in international economic relations from American University and a bachelor’s degree from the University of Georgia.
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.
Neither the presenters, the presenters' employers, nor any of their affiliates should be considered to be providing legal, tax or estate planning advice. For questions regarding a specific situation, please consult a qualified advisor.
Kari Grant and Natixis Investment Managers are not affiliated with Jackson National Life Distributors LLC.