With equities near record highs and yields at record lows, investors are left wondering what’s in store for the remainder of 2016. As the dust settles from the U.K.’s surprising vote in favor of “Brexit,” how should we adjust our expectations for domestic and international economies? How will the markets react to the next President of the United States? This session will take a hard look at the Jackson Elite Access Platform that combines the added diversification of alternative investments with the quick-response capabilities of risk management and tactically managed strategies. Utilizing non-correlating strategies allows our investors to stay invested regardless of how the market is performing. With volatility likely to pick up as we get closer to electing our next President, we believe it is important that clients diversify their strategy mix to help smooth out the peaks and valleys we anticipate.
The Jackson Elite Access Platform is designed for investors that actively seek to find growth and limit risk amid changing market conditions. Because this is an “investment only” variable annuity, earnings and dividends grow tax-deferred and are automatically reinvested without creating taxable events. In this breakout we will provide a market overview as well as explore advanced tax planning strategies enabling our clients multiple generations of tax deferral.