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DPL Financial Partners Founder and CEO, David Lau, and Jackson National Life Insurance Company’s (“Jackson”), Brian Sward, SVP Product and Investment Management, will provide a detailed look at how Jackson's investment team delivers guaranteed income for your clients while enabling you the freedom to invest without restrictions.
This webinar will cover:
- How Jackson's VAs aid accumulation through tax-deferred growth
- Why investment control is important inside a VA and how Jackson supports this feature within their Commission-Free VAs
- How Jackson provides full liquidity within their product offerings
- How Jackson hedges to enable step up features and the benefits of it to your clients
Featured Speakers
David Lau
Founder & CEO, DPL Financial Partners
David Lau is an executive with more than 25 years of professional experience directing strategy for innovative financial services companies. Mr. Lau has expertise in financial services, sales, marketing, technology and operations.
Brian Sward, CFA, CAIA
SVP, Product & Investment Management, Jackson National
Brian Sward is responsible for developing and launching new products across each of the company’s product lines, including variable annuities, fixed and fixed index annuities. He is also responsible for overseeing Jackson’s investment management initiatives.
Understanding and Utilizing Fixed Indexed and Variable Annuities
DPL Financial Partners Founder and CEO, David Lau, and Jackson National Life Insurance Company’s (“Jackson”), Brian Sward, SVP Product and Investment Management, will provide a detailed look at how Jackson's investment team delivers guaranteed income for your clients while enabling you the freedom to invest without restrictions.
