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Learn MoreJackson’s wholesalers now have access to eMoney’s planning solutions to better demonstrate how lifetime income can help address retirement needs.
NASHVILLE, Tenn. and RADNOR, Pa. — September 10, 2019 — Jackson National Life Insurance Company® (Jackson®) today announced a new strategic alliance with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. The collaboration enables Jackson’s wholesalers to show financial professionals how to use eMoney’s comprehensive financial planning software to evaluate how protected lifetime income can help address certain needs in retirement.
“At Jackson, we want to make it as easy as possible for advisors to introduce annuities to clients who are seeking growth opportunities and income for life,” said Tim Munsie, senior vice president, Advisory Initiatives and Integrations, Jackson National Life Distributors LLC (JNLD). “We’re proud to align with respected fintech providers like eMoney, whose platform underscores a comprehensive, consumer-centric approach to financial planning that allows advisors to discuss investing in a holistic way.”
Munsie oversees a team of advisory integration consultants who are dedicated to educating Jackson’s distribution force and their advisor partners about new tools and resources that are designed to streamline and enhance the financial planning process. According to Munsie, the new alliance enables Jackson’s wholesalers — who now have access to eMoney — to approach financial professionals in a more consultative manner, further demonstrating how annuities can improve client outcomes in retirement.
eMoney has led the charge to make financial planning more accessible and continues to help financial professionals and firms drive success through planning. Selected as the “Best Overall Fintech Software” in 2019 by FinTech Breakthrough for the second consecutive year, eMoney’s technology solutions reach more than 60,000 financial professionals, serving nearly 4 million households nationwide.
“eMoney’s planning solutions empower advisors to serve a broad range of their clients with diverse needs,” said Stephen Langlois, head of business development at eMoney. “For nearly 20 years, we’ve partnered with financial professionals to help them grow their businesses, meet evolving client demands and deliver exceptional client experiences. We’re excited Jackson has recognized how we can both help advisors and clients better prepare for their financial futures through planning.”
Financial professionals who are interested in learning more about integrating annuities into clients’ financial plans can access new resources at https://info.emoneyadvisor.com/annuities.
Jackson is committed to providing education, resources and value-add programs to help advisors build their businesses. Financial professionals who would like to learn more about the company can visit www.jackson.com/dash or call Jackson at 800-711-JNLD (5653).