| | | Strengthen Your Tax Game Plan – | | Join us for this powerful presentation covering a lifetime of tax efficiencies. | | Thursday, May 21, 2015 | | Structuring comprehensive plans for your clients in the current tax landscape requires an
in-depth knowledge of the latest rules and strategies. Jackson®’s Tax Boot Camp is an
intensive look at taxation minimization as it applies to the following areas: |
| • Asset Location
• Wealth Accumulation
• Retirement Income Distributions
• Estate Planning | • Wealth Transfer
• Trusts
• Asset Titling
• And more! |
| | |
| | Tax Boot Camp | | Thursday, May 21, 2015 11:30am - 2:00pm
Benjamin Steak House
610 Hartsdale Rd
White Plains, NY
10607 |
| | |
| | |
| | Jackson's Retirement and Wealth Strategies Group | | Featured Speaker | |
Jeffrey R. Clark, LUTCF, ACS, FLMI | Director | | | | 
| | Jeff is an author and frequent industry speaker. He has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York. He also holds FINRA Series 6 and 26 registrations. |
| | |
| |
| | | Follow Jackson on: | 
|
| | Before investing, investors should carefully consider the investment objectives, risks, charges and expenses of the variable annuity and its underlying investment options. The current contract prospectus and underlying fund prospectuses, which are contained in the same document, provide this and other important information. Please contact your Internal Wholesaler or the Company to obtain the prospectuses. Please read the prospectuses carefully before investing or sending money. | | This material was prepared to support the promotion and marketing of Jackson® variable annuities. 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. Clients should contact their own independent advisors as to any tax, accounting or legal statements made herein. | | Wealth Strategies Group communications are intended only to alert you to strategies that may be appropriate for the circumstances described. You should consult with a lawyer and/or tax specialist before adopting or rejecting any strategy the Retirement and Wealth Strategies Group suggests. Only a lawyer and/or tax specialist, after thorough consultation, can recommend a strategy suited to anyone’s unique needs. | | A variable annuity is a long-term, tax-deferred investment designed for retirement, involves investment risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½. | | The latest income date allowed is age 95, which is the required age to annuitize or to take a lump sum. Please see the prospectus for important information regarding the annuitization of a contract. | | The standard death benefit is equal to contract value on the date of the claim and does not include any additional guarantees. | | Elite Access Fixed and Variable Annuity (VA650, VA660) is issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York (VA650NY, VA660NY) 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. This product has limitations and restrictions, including withdrawal charges and excess interest adjustments (interest rate adjustments in New York) where applicable. Jackson issues other variable annuities with similar features, benefits, limitations and charges. Discuss them with your representative or contact Jackson for more information. | | Tax deferral offers no additional value if an annuity is used to fund a qualified plan, such as a 401(k) or IRA. It also may not be available if the annuity is owned by a “non-natural person” such as a corporation or certain types of trusts. | | Jeffrey R. Clark, LUTCF, ACS, FLMI is affiliated with Jackson National Life Distributors LLC. | | Jackson and its affiliates do not provide legal, tax or estate-planning advice. For questions about a specific situation, please consult a qualified advisor. | | Jackson is the marketing name for Jackson National Life Insurance Company® and Jackson National Life Insurance Company of New York®. | | This Seminar Invitation e-mail may be considered advertising under federal law. If you do not want to receive Seminar Invitation e-mail or other e-mail from Jackson, click HERE to modify your Jackson e-mail communication preferences. Please note that even if you elect to receive communications in a certain category, based on your licensing agreement with Jackson, you may not be permitted to receive those communications. | | Jackson
7601 Technology Way
Denver, CO 80237 | | For representative use only. Not for public distribution. | | Not FDIC/NCUA insured • May lose value • Not bank/CU guaranteed
Not a deposit • Not insured by any federal agency |
| | CMN14298HTML 12/14 |
| | |
| |
|
