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Financial professionals selling annuities must be able to explain the value and benefits to their clients. But equally important, they must also understand, articulate and document product suitability to meet increasingly stringent client-best-interest standards. This sometimes lengthy and complicated process can lead to application rejections, ultimately deterring financial professionals from writing annuity business in the first place.
The Suitability Support Kit helps financial professionals better understand the suitability process and align the products they select with unique client needs. The “Why suitability” overview emphasizes the importance of the process and the value for their business and clients, while the client conversation guide and questionnaire companion walk users through the information gathering and documentation stages. The result is a more streamlined transaction with reduced reworks and potentially greater client satisfaction.
Partners across our network are praising this effort to support their unique needs:
“It’s just another example of how Jackson differentiates themselves from others. Thanks for making business easier!” --Morgan Stanley
“It’s nice to see this because it reinforces Jackson is aligned with the home office.” --Raymond James
“We shared these with our senior management, and they loved it! This will make our lives easier.” --Osaic
Nomination Title: Suitability Support Kit
