Digital Tax Playbook and Trust Owned Annuities

Past Webinar

Digital Tax Playbook and Trust Owned Annuities

Start 05/31/2023 - 12:30 PM
End 05/31/2023 - 1:20 PM


Think of your investment accounts like a bucket that collects your assets and taxes are like holes draining those assets.


The good news is that there are options designed to help you plug these holes and help retain more of your assets.


While taxes on investment gains and distributions can reduce after-tax investment return, often called “tax drag, ” evaluating the tax drag of different investments and actively controlling the location of those assets among taxable and tax deferred accounts can help manage market volatility and tax inefficiencies.


Join us for a lively and important discussion as our expert speaker discusses ways to help identify and possibly plug holes in the tax bucket.


About the Speaker: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS, is Director of Advanced Planning at Jackson National Life Distributors LLC. He is a frequent industry speaker and author on retirement design, funding and sales, addressing the Association for Advanced Life Underwriting, Society of Financial Service Professionals, Million Dollar Round Table among others. He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals and many other industry periodicals. He also holds FINRA Series 6 and 26 registration and is a Certified Fund specialist professional





Program Co-sponsor: Barnum Financial Group


Program Chair: Daisy Hui Corona, Financial Advisor, Investment Advisor Representative, Barnum Financial Group


Faculty: Jeffrey R. Clark, LUTCF, ACS, FLMI, CFS,  Director of Advanced Planning at Jackson National Life Distributors


Moderator: Bari Chase, Esq., Director, NYCLA CLE Institute



1 NY Skills; Transitional and Non-transitional; 1 NJ Credit: 1 General:



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