Jackson National Life Insurance Co., the Lansing, Mich., subsidiary of London's Prudential PLC, said Monday that it had begun an educational program for financial advisers who want to capture retirement rollover assets.
The program features materials that advisers can use to learn about the risks and benefits their clients face when considering distribution options for employer-sponsored retirement plans. The materials include a client questionnaire, which helps advisers determine when a rollover may be appropriate, as well as a brochure that advisers can share with clients while discussing options.
Jackson National also has dedicated a team of retirement specialists to respond to adviser inquiries that come in on a toll-free number. Its staff also can help advisers with group educational presentations.
