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Retirement Concepts Group

Jackson National

Retirement is personal. Each individual is unique. Implementing a customized retirement plan requires a company that recognizes the nuances. It requires a company that can make the complex understandable.  Partnered with Retirement Concepts Group, LLC we strive to meet those needs.

The people at Jackson National Life Insurance Company® ("Jackson®") revel in this — from tax rates and withdrawal rates, to accumulation rates and mortality risks.

Our products, speed to market and strong relationships with distribution partners set us apart from competitors. Award-winning customer service is part of our DNA. In fact, we've earned the World Class Customer Satisfaction award from Service Quality Measurement Group for seven years in a row (2006-2012).

How have we earned our credibility? By creating specialized retirement solutions, and delivering retirement products that shape the financial world — rather than reacting to it or looking for the quick fix.

We believe that retirement is a journey, not a destination. So our strategies are designed to withstand the test of time. Because at the end of the day, it's all about being Long-Term Smart®.

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FINANCIAL NEWS:

Jackson Reports Record First Half Results

August 12, 2014:

  1. Record IFRS pre-tax operating income of $1.1 billion, an increase of 20% over same period 2013
  2. Record total sales and deposits² of $15.9 billion, an increase of 16% over same period 2013
  3. IFRS assets as of June 30, 2014 total $206.8 billion, up from $191.5 billion at year end
  4. Remitted $580.0 million dividend as of June 30, 2014

Consistent Results

  • Long and successful track record. One of America's largest insurance companies; national leader in variable and fixed annuity sales
  • $191.5 billion in total assets (IFRS) as of 12/31/13¹
  • Third-party financial strength ratings (Standard & Poor's, Moody's, Fitch, A.M. Best)
  • A focus on retirement, while many companies have entered and exited the retirement space

Products designed for the long-term needs of each customer

  • A variety of insurance and investment choices to support you and your representative in building a long-term retirement plan
  • Customizable and innovative products
  • Variable investment options advised by some of the most recognized names in the industry

Disciplined Investment Philosophy

  • Formula-based—consistently re-applied, not re-created
  • Quantitative and impartial approach—eliminates emotion from investment decisions
  • Transparent—You know exactly what you own and why
  • Diversification—Helps reduce risk and potentially produce greater returns*

*Diversification does not assure a profit or protect against loss in a declining market.


 

¹

Jackson had $191.5 billion in total IFRS assets and $178.5 billion in IFRS policy liabilities set aside to pay primarily future policyowner benefits (as of 12/31/13). International Financial Reporting Standards (IFRS) is a principles-based set of international accounting standards for reporting financial information. IFRS is issued by the International Accounting Standards Board in an effort to increase global comparability of financial statements and results. IFRS is used by Jackson's parent to report the Group's financial results. Jackson's IFRS numbers are unaudited on a standalone basis. 

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