Close
ThinkAdvisor

Life Health > Life Insurance

TD Ameritrade to Offer Jackson Annuity

by Allison Bell

X
Your article was successfully shared with the contacts you provided.

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

More on this topic

prev next
With Successful IPO, Oscar Health May Be Worth $7.7 Billion

With Successful IPO, Oscar Health May Be Worth $7.7 Billion

3 Ways to Keep Your Network Strong Now

3 Ways to Keep Your Network Strong Now

Pennsylvania Justices Rule on Ameriprise Case

Pennsylvania Justices Rule on Ameriprise Case

Improving the Long-Term Care Insurance Customer Experience

Improving the Long-Term Care Insurance Customer Experience