Name: Jackson Elite Access | Tax Strategy | Managed Tax Deferral
Start: 2018-10-18T12-12-00-00
End: 2018-10-18T13-13-30-00
Location: South Coast Office, Newport Beach

Our Process

Our clients view us as their Personal CFOs, helping guide them through all of their financial decision making. We provide financial advice to people who want to protect and grow their money.

The Vault

The South Coast Vault comes with an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents and passports.

Riskalyze

Our Riskalyze technology identifies your acceptable levels of risk and reward with unparalleled accuracy. Ensure your portfolio aligns with your investment goals and expectations.

UPCOMING EVENTS

South Coast Investment Advisors is pleased announce the following events and you are invited to join!

october

18oct12:00 pm1:30 pmJackson Elite Access | Tax Strategy | Managed Tax Deferral

Event Details

Jackson Elite Access is a variable annuity investment platform designed to help you seek opportunities and manage risk throughout the economic cycle by providing diverse investment options, alternative assets and strategies, expertly constructed portfolios, and important tax advantages. The investment options available in Elite Access provide potential benefits throughout each phase of the economic cycle.

It’s no longer enough to build a diversified* portfolio and rebalance once a year. That’s why Jackson® created the Elite Access Suite of variable annuities. Since we’re now confronted with greater market volatility, tax uncertainty, and interest rate vulnerability, the Elite Access Suite aims to give you the tools you need to help manage risk and seek opportunities throughout all phases of the economic cycle. The Elite Access Suite offers:

A Broad Variable Annuity Investment Platform

More than 120 investment options—many of which are exclusive to Jackson—from many industry-leading portfolio managers.
Utilize expertly constructed portfolios that employ a broad range of asset classes and management styles to cater to your personal risk tolerance, provide enhanced portfolio diversification, or address a specific investing challenge.
Access to alternative investments, including asset classes such as private equity or global infrastructure, and alternative strategies such as merger arbitrage or long/short credit, which can provide enhanced diversification.
Build a portfolio from scratch and manage it as you see fit—use well-researched individual investment choices, or choose from a variety of professionally managed asset allocation portfolios, or use a combination of each.

Tax Advantages

Select up to a maximum of 99 investments, and investment allocations can be changed up to 25 times each contract year without transfer fees or tax implications. What’s more, automatic rebalancing doesn’t count against permitted transfers or create taxable events.
Earnings, dividends, and interest are automatically reinvested and accumulate tax-deferred, which means more money working for you while you save toward your goals.
Control income based on your needs and effective tax rates, which may be lower in retirement.

Flexibility

Withdraw the greater of your earnings or 10% of remaining premium each year free of charge.
Some versions of Elite Access® may offer a liquidity option for an additional 0.25% annual fee, eliminating withdrawal charges.**

Legacy and Estate Planning

Defer taxes in trusts, potentially for multiple generations.
Beneficiaries can stretch distributions to further reduce tax burdens.
Utilize a preselected death benefit to control distributions to beneficiaries (available on nonqualified and IRA contracts only).

Time

(Thursday) 12:00 pm - 1:30 pm

Location

South Coast Office, Newport Beach

4041 MacArthur Blvd, Suite 240

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30oct12:00 pm1:30 pmGriffin Capital | Withstand the Tide | Institutional Credit Fund

Event Details

Griffin Institutional Access® Credit Fund’s investment objective is to generate a return comprised of both current income and capital appreciation, emphasizing current income with low volatility and low correlation to the broader markets.

The Fund strategically invests in an actively managed, diversified portfolio of credit instruments, which may include bank loans, high-yield bonds, structured credit, middle-market direct lending, and non-performing loans.

The Fund is advised by a highly experienced execution team that brings decades of hands-on experience, proven track records, complementary skill sets and robust execution capabilities together to deliver a powerful investment product customized for individual investors. The following illustration lists roles and descriptions of the Fund’s Adviser and Sub-Adviser.

GRIFFIN CAPITAL CREDIT (ADVISOR)

Griffin Capital Credit serves as the Fund’s Adviser and oversees all investment activity. Griffin Capital Credit Advisor’s primary role involves strategy development, risk management and ongoing investment monitoring.
Griffin Capital is a leading alternative investment asset manager with approximately $10.45 billion1 in assets under management. Founded in 1995, the privately held firm is led by a seasoned team of senior executives with more than two decades of investment and real estate experience and who collectively have executed more than 650 transactions valued at over $22 billion.

BAIN CAPITAL CREDIT, LP (SUB-ADVISOR)

The Griffin Institutional Access Credit Fund is sub-advised by BCSF Advisors, LP, an SEC-registered investment adviser and affiliate of Bain Capital Credit, LP.
Bain Capital Credit, LP provides ongoing research, opinions and recommendations regarding the Fund’s investment portfolio. Bain Capital Credit was formed in 1998 as the credit investing arm of Bain Capital, one of the world’s premier alternative investment firms, with approximately $95 billion² in assets under management. Bain Capital Credit invests across the full spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, direct lending, structured products, non-performing loans and equities. With offices in Boston, Chicago, New York, London, Dublin, Hong Kong, Melbourne and Sydney, Bain Capital Credit has a global footprint with approximately $37 billion3 in assets under management.

The investment structure is a closed-end interval fund that provides liquidity to shareholders through a quarterly repurchase offer. The Repurchase Offer Amount will be no less than 5% and no more than 25% of the total number of shares outstanding on the Repurchase Request Deadline. It is important to remember that diversification does not eliminate the risk of experiencing investment losses.