Jackson Announces Distribution Relationship with TD

Jackson National Life Insurance Company announced that it is teaming up with TD Ameritrade Institutional to bring the carrier’s “most popular advisory annuity product” – Perspective Advisory II – to the independent RIA channel.

Since its launch in 2017, Jackson’s Perspective Advisory II has been “one of the leading advisory variable annuities.” The product’s many rider options allow individuals to customize their choices to meet unique needs and goals, while investment freedom gives RIAs the ability to work with their clients to build a diversified portfolio that is customized to meet their clients’ individual priorities and preferences, rather than locking them into restrictive allocation models.

Jackson’s operations team will support advisors and consumers throughout the lifecycle of any contract.

“Jackson is committed to meeting advisors where they are and providing a spectrum of options to meet consumer preferences. We’re excited to work with TD Ameritrade to make our fee-based products available to even more independent RIAs. Their RIA-centric platform will help expand Jackson’s distribution footprint.” – Scott Romine, President, Advisory Solutions, Jackson National Life Distributors.

“Annuities can serve as a critical foundation in retirement planning, which is why TD Ameritrade makes fee-based annuities available to independent RIAs and their clients through our annuity concierge platform. We know some brokers are reluctant to give up offering annuities when they transition to the fee-based RIA model. With TD Ameritrade’s fiduciary-friendly annuity platform, they don’t need to.” – Matt Sadowsky, Director of Retirement and Annuities at TD Ameritrade.