Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
Summary
NASHVILLE, Tenn. & BOSTON--(BUSINESS WIRE)--LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced today an alliance with Jackson National Life Insurance Company® (Jackson®). The strategic alliance enables financial professionals who work with Jackson to use LifeYield’s powerful technology suite to quantify the potential benefits of incorporating annuity products in client portfolios. “Jackson is proud to work with LifeYield, an industry leader in providing cutting-edge technology tools that enable financial professionals to utilize tax-efficient household management,” said Tim Munsie, senior vice president, Advisory Platform Distribution, Jackson National Life Distributors LLC (JNLD). Based in Boston and founded by finance and technology industry leaders, LifeYield’s cloud-based software helps advisors improve investor outcomes and enhance their value and experience in supporting goals-based wealth management strategies. The company is also dedicated to corporate philanthropy and supports nonprofits focused on strengthening families and creating economic opportunities in the communities where its employees live and work.
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