Registration Fee: 

Non-Members - Available to members only



Call 317-844-6268 for registration questions.

April 15, 2021

(All times are EDT)

  8:50 am:  Sign-in to Zoom and Join Meeting

  9:00 am - 10:00 am:  Presentation




"What You Make vs What You Keep:  Annuities & the Power of Asset Location"

Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS®
Director of Advanced Strategies, Jackson National Life Distributors LLC

(1 hour Indiana Insurance CE and CFP CE approved)

Jeff joined Jackson's Advanced Strategies in September 2011.  Prior to joining Jackson, he was the head of Guardian's Retirement Center of Excellence in New York City, which also focused on growing advisors' businesses through a sales-oriented approach to advanced-planning concepts.

A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table ()MDRT) Top of the Table, and others.  He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals.

Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, NY and earned a Bachelor of Science degree in Management with a minor in Accounting.  He also holds FINRA Series 6 and 26 registrations and is a CFS® professional.


Taxation can impact multiple facets of financial planning, including wealth accumulation, retirement income distributions, estate planning, and wealth transfers.  Mistakes in these areas can be costly, so it's important to have a working knowledge of the rules of the current tax landscape so you can evaluate tax-deferred annuities and how they can fit into the overall financial plan.  The one-hour seminar will be delivered as a classroom lecture (via Zoom) and include a question and answer period.  It is of intermediate difficulty and assumes a basic understanding of investments and annuities.



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Questions?  Call us at 317-844-6268.