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Life Health > Life Insurance

TD Ameritrade to Offer Jackson Annuity

By Allison Bell

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TD Ameritrade Institutional has agreed to offer a variable annuity from Jackson National Life Insurance Company to independent RIAs.

The fee-based annuity, the Perspective Advisory II contract, gives advisors the flexibility to develop their own portfolios, rather than locking clients in to using prepackaged asset-allocation options, according to Jackson.

(Related: Michael Falcon to Succeed Barry Stowe at Jackson National)

Jackson says its operations team will support TD Ameritrade’s consultants.

TD Ameritrade Institutional will provide the annuities through The Insurance Agency of TD Ameritrade LLC, to clients of independent RIAs who use TD Ameritrade Institutional custody services.

In September, Jackson said it expected to offer the Perspective Advisory II annuity and other contracts through the Envestnet Insurance Exchange program.

— Read Why Hybrid RIAs Are Enjoying Stellar Growth, on ThinkAdvisor.

— Connect with ThinkAdvisor Life/Health on LinkedIn and Twitter.

Allison Bell

Think_Allison

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© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.